XY Planning Network’s Vanguard 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 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

XY Planning Network's VTI Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Total Stock Market ETF (VTI) stake by 5.2% in Q2 2026, buying an estimated $1.97M and bringing the position to 111,109 shares worth $41.1M. The position accounts for 5.16% of the portfolio, ranked #2.

XY Planning Network first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

XY Planning Network held 111,109 shares of Vanguard Total Stock Market ETF worth $41.1M as of Q2 2026.
XY Planning Network bought 5,523 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.97M.
Vanguard Total Stock Market ETF made up 5.16% of XY Planning Network's portfolio in Q2 2026, its #2 holding.
XY Planning Network first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.