Planning Strategies Inc.’s Vanguard Total Stock Market ETF VTI Stock Holding History

Planning Strategies Inc.’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	$834K	Buy	+2,254	New	+$806K	0.52%	30

Other funds holding VTI

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

Narodna banka Slovenska Bratislava $3.49B AUM

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

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Planning Strategies Inc.'s VTI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2026: 2,254 shares worth $834K. The stake represents 0.52% of the portfolio and ranks #30 among its holdings.

1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Planning Strategies Inc. held 2,254 shares of Vanguard Total Stock Market ETF worth $834K as of Q2 2026.
Vanguard Total Stock Market ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Total Stock Market ETF made up 0.52% of Planning Strategies Inc.'s portfolio in Q2 2026, its #30 holding.
1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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