Cathy Pareto & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cathy Pareto & Associates’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	$1.41M	Buy	3,815 +99	+3%	+$35.4K	0.83%	30
2026 Q1	$1.19M	Buy	3,716 +27	+0.7%	+$9.06K	0.8%	31
2025 Q4	$1.24M	Buy	3,689 +882	+31%	+$293K	0.86%	30
2025 Q3	$921K	Sell	2,807 -173	-6%	-$54.6K	0.7%	34
2025 Q2	$906K	Sell	2,980 -13	-0.4%	-$3.66K	0.75%	30
2025 Q1	$823K	Buy	2,993 +24	+0.8%	+$6.97K	0.73%	31
2024 Q4	$860K	Buy	+2,969	New	+$866K	0.79%	32

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cathy Pareto & Associates's VTI Position: Q2 2026 in Review

Cathy Pareto & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, buying an estimated $35.4K and bringing the position to 3,815 shares worth $1.41M. The position accounts for 0.83% of the portfolio, ranked #30.

Cathy Pareto & Associates first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cathy Pareto & Associates held 3,815 shares of Vanguard Morningstar Total Stock Market ETF worth $1.41M as of Q2 2026.
Cathy Pareto & Associates bought 99 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $35.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.83% of Cathy Pareto & Associates's portfolio in Q2 2026, its #30 holding.
Cathy Pareto & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.