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 6,269 shares, down 12 (0.2%) from the prior quarter.

Reported value 9.3%; share count -0.2% vs. the prior quarter.

Reduced
% of reported 13F value 1.19% This manager · Q1 2024
Shares 6,269 Quarter-end amount reported
Reported value $1,629,334 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2024

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

2824 managers reported VANGUARD TOTAL STOCK MARKET ET for Q1 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 42,938,516 +4,024,631 0.22% $11,159,720,200 44 qtrs
Rakuten Investment Management Inc Added 40,103,027 +896,200 76.44% $10,422,776,717 18 qtrs
Betterment LLC Reduced 28,892,340 -642,084 20.15% $7,509,119,000 38 qtrs
US BANCORP DE Reduced 18,242,851 -725,356 5.97% $4,285,338,035 44 qtrs
Wealthfront Advisers LLC Added 15,218,820 +647,937 13.84% $3,955,371,338 22 qtrs
Bank of America Corporation Reduced 12,983,802 -284,770 0.31% $3,374,490,229 44 qtrs
LPL Financial LLC Reduced 12,508,265 -1,533,960 1.75% $3,250,898,124 44 qtrs
MORGAN STANLEY Added 12,091,745 +164,348 0.25% $3,142,645,345 44 qtrs
WealthNavi Inc Reduced 10,551,380 -32,418 36.51% $2,742,304,000 21 qtrs
NORTHERN TRUST CORPORATION Reduced 9,441,987 -247,836 0.42% $2,453,972,421 44 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
April 29, 2024
Filing type
13F-HR
Position type
TOTAL STK MKT

Voting authority reported

Sole
0
Shared
0
None
6,269

“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.