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

Wrenne Financial Planning’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	$64.1M	Buy	173,215 +4,022	+2%	+$1.44M	21.65%	1
2026 Q1	$54.3M	Buy	169,193 +12,308	+8%	+$4.13M	21.28%	1
2025 Q4	$52.6M	Buy	156,885 +5,254	+3%	+$1.75M	21.4%	1
2025 Q3	$49.8M	Buy	151,631 +816	+0.5%	+$258K	21.27%	1
2025 Q2	$45.8M	Sell	150,815 -2,999	-2%	-$843K	21.44%	1
2025 Q1	$42.3M	Buy	153,814 +10,711	+7%	+$3.11M	22.46%	1
2024 Q4	$41.5M	Buy	143,103 +8,538	+6%	+$2.49M	23.59%	1
2024 Q3	$38.1M	Buy	134,565 +11,901	+10%	+$3.25M	22.7%	1
2024 Q2	$32.8M	Buy	122,664 +6,440	+6%	+$1.67M	22.63%	1
2024 Q1	$30.2M	Buy	116,224 +17,748	+18%	+$4.39M	22.33%	1
2023 Q4	$23.4M	Buy	+98,476	New	+$21.8M	19.89%	1

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Wrenne Financial Planning's VTI Position: Q2 2026 in Review

Wrenne Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, buying an estimated $1.44M and bringing the position to 173,215 shares worth $64.1M. The position accounts for 21.65% of the portfolio, ranked #1.

Wrenne Financial Planning first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wrenne Financial Planning held 173,215 shares of Vanguard Morningstar Total Stock Market ETF worth $64.1M as of Q2 2026.
Wrenne Financial Planning bought 4,022 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.44M.
Vanguard Morningstar Total Stock Market ETF made up 21.65% of Wrenne Financial Planning's portfolio in Q2 2026, its #1 holding.
Wrenne Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.