Barnes Pettey Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Barnes Pettey Financial Advisors’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	$928K	Buy	2,509 +1,230	+96%	+$440K	0.29%	69
2026 Q1	$410K	Buy	1,279 +339	+36%	+$114K	0.18%	105
2025 Q4	$315K	Hold	940	–	–	0.16%	108
2025 Q3	$308K	Buy	940 +1	+0.1%	+$316	0.17%	101
2025 Q2	$285K	Hold	939	–	–	0.19%	84
2025 Q1	$258K	Buy	939 +127	+16%	+$36.9K	0.2%	81
2024 Q4	$235K	Hold	812	–	–	0.18%	87
2024 Q3	$230K	Hold	812	–	–	0.18%	90
2024 Q2	$217K	Hold	812	–	–	0.19%	89
2024 Q1	$211K	Buy	+812	New	+$201K	0.18%	90

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

FWI

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

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

Barnes Pettey Financial Advisors's VTI Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 96% in Q2 2026, buying an estimated $440K and bringing the position to 2,509 shares worth $928K. The position accounts for 0.29% of the portfolio, ranked #69.

Barnes Pettey Financial Advisors first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Barnes Pettey Financial Advisors held 2,509 shares of Vanguard Morningstar Total Stock Market ETF worth $928K as of Q2 2026.
Barnes Pettey Financial Advisors bought 1,230 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $440K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #69 holding.
Barnes Pettey Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.