XY Planning Network
VTI icon

XY Planning Network’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

XY Planning Network’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
Q3 		$49.9M Buy
133,353
+22,244
+20% +$8.34M 5.37% 1
2026
Q2 		$41.1M Buy
111,109
+5,523
+5% +$1.97M 5.16% 2
2026
Q1 		$34.1M Sell
105,586
-9,123
-8% -$3.06M 5.45% 2
2025
Q4 		$38.5M Buy
114,709
+45,798
+66% +$15.2M 6.7% 1
2025
Q3 		$20.9M Hold
68,911
– – 7.13% 1
2025
Q2 		$20.9M Buy
68,911
+53,482
+347% +$15M 7.13% 1
2025
Q1 		$4.24M Buy
15,429
+10,874
+239% +$3.16M 2.83% 9
2024
Q4 		$1.32M Buy
+4,555
New +$1.33M 0.99% 35

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

XY Planning Network's VTI Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q3 2026, buying an estimated $8.34M and bringing the position to 133,353 shares worth $49.9M. The position accounts for 5.37% of the portfolio, ranked #1.

XY Planning Network first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • XY Planning Network held 133,353 shares of Vanguard Morningstar Total Stock Market ETF worth $49.9M as of Q3 2026.
  • XY Planning Network bought 22,244 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $8.34M.
  • Vanguard Morningstar Total Stock Market ETF made up 5.37% of XY Planning Network's portfolio in Q3 2026, its #1 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.