WIM
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WealthPlan Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WealthPlan Investment 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 		$56.3M Sell
152,268
-4,006
-3% -$1.43M 2.8% 3
2026
Q1 		$50.1M Sell
156,274
-19,853
-11% -$6.66M 2.79% 4
2025
Q4 		$59.1M Sell
176,127
-7,031
-4% -$2.34M 3.76% 2
2025
Q3 		$60.1M Buy
183,158
+11,851
+7% +$3.74M 3.99% 2
2025
Q2 		$52.1M Buy
171,307
+25,066
+17% +$7.05M 3.79% 2
2025
Q1 		$40.2M Buy
146,241
+26,209
+22% +$7.61M 3.96% 2
2024
Q4 		$34.8M Buy
120,032
+5,578
+5% +$1.63M 3.44% 2
2024
Q3 		$32.4M Buy
114,454
+85,364
+293% +$23.3M 3.28% 2
2024
Q2 		$7.78M Buy
29,090
+1,249
+4% +$323K 1.18% 33
2024
Q1 		$7.24M Sell
27,841
-7,500
-21% -$1.86M 1.1% 36
2023
Q4 		$8.38M Buy
35,341
+1,444
+4% +$319K 1.34% 26
2023
Q3 		$7.2M Buy
33,897
+6,435
+23% +$1.42M 1.27% 31
2023
Q2 		$5.58M Sell
27,462
-6,710
-20% -$1.4M 1.66% 11
2023
Q1 		$6.97M Sell
34,172
-139,937
-80% -$28M 1.2% 34
2022
Q4 		$36.1M Buy
174,109
+1,169
+0.7% +$225K 2.52% 3
2022
Q3 		$34M Buy
+172,940
New +$34.5M 2.48% 3
2022
Q1 		$40.3M Buy
+194,982
New +$43.8M 2.8% 2

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

WealthPlan Investment Management's VTI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, selling an estimated $1.43M and leaving 152,268 shares worth $56.3M. The position accounts for 2.8% of the portfolio, ranked #3.

WealthPlan Investment Management first reported a position in VTI in Q1 2022 and has held it in 17 quarters since. The position peaked at $60.1M in Q3 2025. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WealthPlan Investment Management held 152,268 shares of Vanguard Morningstar Total Stock Market ETF worth $56.3M as of Q2 2026.
  • WealthPlan Investment Management sold 4,006 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.8% of WealthPlan Investment Management's portfolio in Q2 2026, its #3 holding.
  • WealthPlan Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $60.1M in Q3 2025.
  • 3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.