WLPWM
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Walled Lake Planning & Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
2,974
+8
+0.3% +$2.86K 0.28% 47
2026
Q1 		$951K Buy
2,966
+10
+0.3% +$3.35K 0.28% 47
2025
Q4 		$991K Buy
2,956
+16
+0.5% +$5.32K 0.31% 45
2025
Q3 		$965K Sell
2,940
-106
-3% -$33.5K 0.32% 43
2025
Q2 		$926K Buy
3,046
+155
+5% +$43.6K 0.3% 47
2025
Q1 		$794K Buy
2,891
+11
+0.4% +$3.2K 0.28% 49
2024
Q4 		$835K Buy
2,880
+52
+2% +$15.2K 0.31% 47
2024
Q3 		$801K Buy
2,828
+158
+6% +$43.1K 0.3% 46
2024
Q2 		$714K Buy
2,670
+61
+2% +$15.8K 0.29% 45
2024
Q1 		$678K Buy
2,609
+238
+10% +$58.9K 0.28% 43
2023
Q4 		$562K Buy
+2,371
New +$524K 0.26% 43
2022
Q4 		– Sell
-3,652
Closed -$655K – 82
2022
Q3 		$655K Sell
3,652
-385
-10% -$76.7K 0.46% 38
2022
Q2 		$762K Buy
4,037
+464
+13% +$95.3K 0.53% 36
2022
Q1 		$813K Buy
3,573
+11
+0.3% +$2.47K 0.48% 37
2021
Q4 		$860K Buy
+3,562
New +$841K 0.5% 37

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VTI Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $2.86K and bringing the position to 2,974 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #47.

Walled Lake Planning & Wealth Management first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,974 shares of Vanguard Morningstar Total Stock Market ETF worth $1.1M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.