Waller Financial Planning Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Waller Financial Planning Group’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
2025 Q4	–	Sell	-702	Closed	-$230K	–	78
2025 Q3	$230K	Buy	+702	New	+$222K	0.05%	69
2020 Q1	–	Sell	-3,053	Closed	-$500K	–	48
2019 Q4	$500K	Sell	3,053 -260	-8%	-$40.7K	0.25%	37
2019 Q3	$511K	Sell	3,313 -980	-23%	-$148K	0.27%	36
2019 Q2	$656K	Sell	4,293 -3,559	-45%	-$524K	0.36%	32
2019 Q1	$1.17M	Sell	7,852 -2,540	-24%	-$354K	0.67%	27
2018 Q4	$1.33M	Buy	+10,392	New	+$1.43M	0.92%	26

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waller Financial Planning Group's VTI Position: Q4 2025 in Review

Waller Financial Planning Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 702 shares — an estimated $230K sold.

Waller Financial Planning Group first reported a position in VTI in Q4 2018 and held it in 6 quarters. The position peaked at $1.33M in Q4 2018. 3,574 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Waller Financial Planning Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Waller Financial Planning Group sold 702 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $230K.
Waller Financial Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 6 quarters.
Waller Financial Planning Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.33M in Q4 2018.
3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Waller Financial Planning Group's 13F filing for Q4 2025, filed 13 Jan 2026.