Paces Ferry Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Paces Ferry Wealth 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	$378K	Sell	1,021 -20	-2%	-$7.15K	0.14%	88
2026 Q1	$334K	Sell	1,041 -27	-3%	-$9.06K	0.14%	89
2025 Q4	$358K	Buy	1,068 +365	+52%	+$121K	0.15%	87
2025 Q3	$231K	Hold	703	–	–	0.1%	111
2025 Q2	$214K	Buy	+703	New	+$198K	0.1%	114
2025 Q1	–	Sell	-723	Closed	-$209K	–	131
2024 Q4	$209K	Buy	+723	New	+$211K	0.1%	119
2020 Q4	–	Sell	-28	Closed	-$5K	–	1080
2020 Q3	$5K	Buy	+28	New	+$4.71K	﹤0.01%	533

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

Paces Ferry Wealth Advisors's VTI Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $7.15K and leaving 1,021 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #88.

Paces Ferry Wealth Advisors first reported a position in VTI in Q3 2020 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Paces Ferry Wealth Advisors held 1,021 shares of Vanguard Morningstar Total Stock Market ETF worth $378K as of Q2 2026.
Paces Ferry Wealth Advisors sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.