Five Pine Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Five Pine Wealth Management’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	$6.91M	Buy	18,684 +207	+1%	+$74K	3.91%	8
2026 Q1	$5.93M	Buy	18,477 +261	+1%	+$87.6K	3.69%	8
2025 Q4	$6.11M	Buy	18,216 +1,688	+10%	+$562K	3.92%	8
2025 Q3	$5.42M	Buy	16,528 +321	+2%	+$101K	3.67%	8
2025 Q2	$4.93M	Buy	16,207 +694	+4%	+$195K	3.65%	9
2025 Q1	$4.26M	Buy	15,513 +1,219	+9%	+$354K	3.47%	9
2024 Q4	$4.14M	Buy	+14,294	New	+$4.17M	3.49%	8

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

Five Pine Wealth Management's VTI Position: Q2 2026 in Review

Five Pine Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $74K and bringing the position to 18,684 shares worth $6.91M. The position accounts for 3.91% of the portfolio, ranked #8.

Five Pine Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Five Pine Wealth Management held 18,684 shares of Vanguard Morningstar Total Stock Market ETF worth $6.91M as of Q2 2026.
Five Pine Wealth Management bought 207 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $74K.
Vanguard Morningstar Total Stock Market ETF made up 3.91% of Five Pine Wealth Management's portfolio in Q2 2026, its #8 holding.
Five Pine Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.