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Pachira Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pachira Investments’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 		$15.1M Buy
40,701
+945
+2% +$338K 5.68% 3
2026
Q1 		$12.8M Buy
39,756
+1,110
+3% +$372K 5.96% 3
2025
Q4 		$13M Buy
38,646
+3,633
+10% +$1.21M 6.31% 4
2025
Q3 		$11.5M Buy
35,013
+4,396
+14% +$1.39M 6.46% 3
2025
Q2 		$9.31M Buy
30,617
+1,589
+5% +$447K 7.03% 5
2025
Q1 		$7.94M Buy
29,028
+629
+2% +$183K 5.58% 6
2024
Q4 		$8.26M Buy
28,399
+1,913
+7% +$558K 5.05% 8
2024
Q3 		$7.5M Buy
26,486
+2,473
+10% +$675K 5.78% 7
2024
Q2 		$6.42M Buy
24,013
+1,350
+6% +$349K 5.69% 8
2024
Q1 		$5.89M Sell
22,663
-12
-0.1% -$2.97K 4.81% 9
2023
Q4 		$5.38M Buy
22,675
+856
+4% +$189K 4.75% 8
2023
Q3 		$4.63M Sell
21,819
-483
-2% -$107K 5.2% 7
2023
Q2 		$4.91M Sell
22,302
-3,100
-12% -$647K 5.28% 7
2023
Q1 		$5.18M Buy
25,402
+6,521
+35% +$1.31M 22.38% 1
2022
Q4 		$3.61M Buy
18,881
+1,275
+7% +$246K 18.25% 1
2022
Q3 		$3.16M Buy
17,606
+1,561
+10% +$311K 14.05% 2
2022
Q2 		$3.03M Buy
16,045
+714
+5% +$147K 4.66% 6
2022
Q1 		$3.49M Buy
15,331
+1,623
+12% +$365K 2.7% 8
2021
Q4 		$3.31M Buy
13,708
+123
+0.9% +$29K 2.14% 10
2021
Q3 		$3.02M Buy
13,585
+141
+1% +$32.2K 2.15% 9
2021
Q2 		$3M Buy
13,444
+535
+4% +$116K 2.1% 9
2021
Q1 		$2.67M Sell
12,909
-116
-0.9% -$23.5K 1.96% 11
2020
Q4 		$2.54M Buy
13,025
+5,725
+78% +$1.05M 2.43% 8
2020
Q3 		$1.24M Sell
7,300
-400
-5% -$67.3K 1.62% 8
2020
Q2 		$1.21M Buy
7,700
+2,555
+50% +$377K 2.15% 7
2020
Q1 		$663K Sell
5,145
-143
-3% -$22.1K 2.66% 5
2019
Q4 		$865K Buy
5,288
+166
+3% +$26K 0.72% 6
2019
Q3 		$773K Sell
5,122
-190
-4% -$28.6K 0.86% 5
2019
Q2 		$797K Buy
5,312
+8
+0.2% +$1.18K 0.88% 5
2019
Q1 		$768K Buy
5,304
+118
+2% +$16.5K 0.69% 6
2018
Q4 		$662K Sell
5,186
-23,264
-82% -$3.21M 0.85% 5
2018
Q3 		$4.26M Sell
28,450
-5,073
-15% -$747K 4.26% 4
2018
Q2 		$4.71M Buy
33,523
+1,044
+3% +$146K 4.82% 4
2018
Q1 		$4.41M Sell
32,479
-146
-0.4% -$20.5K 3.68% 5
2017
Q4 		$4.48M Sell
32,625
-1,762
-5% -$236K 3.75% 5
2017
Q3 		$4.45M Sell
34,387
-1,200
-3% -$152K 3.92% 5
2017
Q2 		$4.43M Sell
35,587
-67
-0.2% -$8.26K 3.98% 5
2017
Q1 		$4.33M Sell
35,654
-5,990
-14% -$717K 3.94% 5
2016
Q4 		$4.8M Buy
+41,644
New +$4.68M 4.58% 5

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Pachira Investments's VTI Position: Q2 2026 in Review

Pachira Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, buying an estimated $338K and bringing the position to 40,701 shares worth $15.1M. The position accounts for 5.68% of the portfolio, ranked #3.

Pachira Investments first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. 1,812 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pachira Investments held 40,701 shares of Vanguard Morningstar Total Stock Market ETF worth $15.1M as of Q2 2026.
  • Pachira Investments bought 945 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $338K.
  • Vanguard Morningstar Total Stock Market ETF made up 5.68% of Pachira Investments's portfolio in Q2 2026, its #3 holding.
  • Pachira Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.