P.J. Schmidt Investment Management (PJS)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$226K	Sell	610 -22	-3%	-$7.87K	0.04%	208
2026 Q1	$203K	Sell	632 -100	-14%	-$33.6K	0.03%	206
2025 Q4	$245K	Hold	732	–	–	0.04%	181
2025 Q3	$240K	Buy	+732	New	+$231K	0.04%	185

Other funds holding VTI

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

P.J. Schmidt Investment Management (PJS)'s VTI Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, selling an estimated $7.87K and leaving 610 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #208.

P.J. Schmidt Investment Management (PJS) first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $245K in Q4 2025. 3,699 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 610 shares of Vanguard Morningstar Total Stock Market ETF worth $226K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 22 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.87K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #208 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
P.J. Schmidt Investment Management (PJS)'s Vanguard Morningstar Total Stock Market ETF position peaked at $245K in Q4 2025.
3,699 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.