Form 13-F position report

VANGUARD TOTAL STOCK MARKET ET

Reported by ASSET PLANNING CORPORATION

ETF profile Manager portfolio Source filing
VTI CUSIP 922908769 Manager CIK 0000007773
Latest reported change

Reported 6,181 shares, up 376 (6.5%) from the prior quarter.

Reported value 14.9%; share count 6.5% vs. the prior quarter.

Added
% of reported 13F value 1.04% This manager · Q2 2023
Shares 6,181 Quarter-end amount reported
Reported value $1,361,463 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2025 Added 5,897 +466 (8.6%) 0.92% $1,935,218 2025-11-06
Q2 2025 Reduced 5,431 -36 (-0.7%) 0.88% $1,650,767 2025-07-23
Q1 2025 Added 5,467 +4 (0.1%) 0.89% $1,502,662 2025-05-12
Q4 2024 Added 5,463 +4 (0.1%) 0.99% $1,583,317 2025-01-24
Q3 2024 Reduced 5,459 -141 (-2.5%) 1.01% $1,545,881 2024-10-21
Q2 2024 Reduced 5,600 -669 (-10.7%) 1.12% $1,498,078 2024-07-31
Q1 2024 Reduced 6,269 -12 (-0.2%) 1.19% $1,629,334 2024-04-29
Q4 2023 Added 6,281 +234 (3.9%) 1.15% $1,490,078 2024-01-18
Q3 2023 Reduced 6,047 -134 (-2.2%) 0.99% $1,284,506 2023-10-16
Q2 2023 Added 6,181 +376 (6.5%) 1.04% $1,361,463 2023-07-12
Q1 2023 Reduced 5,805 -162 (-2.7%) 0.95% $1,184,771 2023-04-14
Q4 2022 Added 5,967 +15 (0.3%) 0.95% $1,140,855 2023-01-27
Q3 2022 Reduced 5,952 -511 (-7.9%) 1.0% $1,068,000 2022-10-31
Q2 2022 Reduced 6,463 -301 (-4.5%) 1.06% $1,219,000 2022-07-27
Q1 2022 Reduced 6,764 -69 (-1.0%) 1.34% $1,540,000 2022-05-13
Q4 2021 Reduced 6,833 -644 (-8.6%) 1.41% $1,650,000 2022-02-08
Q3 2021 Reduced 7,477 -358 (-4.6%) 1.54% $1,660,000 2021-11-16
Q2 2021 Added 7,835 +14 (0.2%) 1.7% $1,746,000 2021-08-16
Q1 2021 Reduced 7,821 -191 (-2.4%) 1.68% $1,616,000 2021-05-17
Q4 2020 New 8,012 +8,012 (0.0%) 1.55% $1,559,000 2021-02-16
Institutional context

Who else reported the position

2462 managers reported VANGUARD TOTAL STOCK MARKET ET for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Rakuten Investment Management Inc Added 34,565,527 +1,988,200 80.64% $7,535,976,197 15 qtrs
VANGUARD GROUP INC Added 31,731,289 +2,420,376 0.17% $6,989,768,505 41 qtrs
Betterment LLC Added 29,561,221 +171,874 20.18% $6,511,746,000 35 qtrs
US BANCORP DE Added 18,562,729 +5,313,963 6.58% $4,088,997,943 41 qtrs
Wealthfront Advisers LLC Added 14,297,929 +624,374 13.36% $3,149,780,510 19 qtrs
Bank of America Corporation Reduced 13,206,686 -15,082 0.3% $2,909,168,736 41 qtrs
LPL Financial LLC Added 13,201,822 +177,471 2.08% $2,908,097,424 41 qtrs
MORGAN STANLEY Added 11,503,399 +159,706 0.25% $2,533,969,301 41 qtrs
WealthNavi Inc Added 10,320,249 +201,770 36.9% $2,273,344,000 18 qtrs
NORTHERN TRUST CORPORATION Reduced 9,385,394 -241,965 0.4% $2,067,414,591 41 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 12, 2023
Filing type
13F-HR
Position type
TOTAL STK MKT

Voting authority reported

Sole
0
Shared
0
None
6,181

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.