Guerra Pan Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Guerra Pan 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	–	Sell	-785	Closed	-$252K	–	128
2026 Q1	$252K	Hold	785	–	–	0.16%	100
2025 Q4	$263K	Hold	785	–	–	0.16%	93
2025 Q3	$258K	Hold	785	–	–	0.16%	96
2025 Q2	$239K	Hold	785	–	–	0.16%	95
2025 Q1	$216K	Sell	785 -15	-2%	-$4.36K	0.17%	99
2024 Q4	$232K	Hold	800	–	–	0.17%	101
2024 Q3	$227K	Hold	800	–	–	0.18%	96
2024 Q2	$214K	Hold	800	–	–	0.18%	96
2024 Q1	$208K	Buy	+800	New	+$198K	0.19%	99

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

Guerra Pan Advisors's VTI Position: Q2 2026 in Review

Guerra Pan Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 785 shares — an estimated $252K sold.

Guerra Pan Advisors first reported a position in VTI in Q1 2024 and held it in 9 quarters. The position peaked at $263K in Q4 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Guerra Pan Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Guerra Pan Advisors sold 785 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $252K.
Guerra Pan Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and held it in 9 quarters.
Guerra Pan Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $263K in Q4 2025.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.