PAG
VTI icon

Paladin Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Paladin Advisory Group’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 		$3.36M Sell
9,089
-13
-0.1% -$4.65K 2.23% 16
2026
Q1 		$2.92M Sell
9,102
-46
-0.5% -$15.4K 2.22% 14
2025
Q4 		$3.07M Sell
9,148
-13
-0.1% -$4.33K 2.24% 14
2025
Q3 		$3.01M Sell
9,161
-608
-6% -$192K 2.34% 15
2025
Q2 		$2.97M Buy
9,769
+3
+0% +$844 2.27% 15
2025
Q1 		$2.68M Buy
9,766
+2,434
+33% +$707K 2.15% 17
2024
Q4 		$2.12M Buy
7,332
+1,027
+16% +$300K 1.63% 21
2024
Q3 		$1.79M Buy
6,305
+326
+5% +$88.9K 1.32% 22
2024
Q2 		$1.6M Sell
5,979
-3
-0.1% -$776 1.25% 27
2024
Q1 		$1.55M Sell
5,982
-56
-0.9% -$13.9K 1.23% 28
2023
Q4 		$1.43M Buy
6,038
+50
+0.8% +$11.1K 1.18% 28
2023
Q3 		$1.27M Sell
5,988
-90
-1% -$19.9K 1.07% 32
2023
Q2 		$1.34M Buy
6,078
+60
+1% +$12.5K 1.07% 32
2023
Q1 		$1.23M Buy
+6,018
New +$1.2M 1.02% 32
2022
Q2 		– Sell
-6,887
Closed -$1.41M – 524
2022
Q1 		$1.57M Buy
+6,887
New +$1.55M 1.28% 25

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

Paladin Advisory Group's VTI Position: Q2 2026 in Review

Paladin Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, selling an estimated $4.65K and leaving 9,089 shares worth $3.36M. The position accounts for 2.23% of the portfolio, ranked #16.

Paladin Advisory Group first reported a position in VTI in Q1 2022 and has held it in 15 quarters since. 1,909 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Paladin Advisory Group held 9,089 shares of Vanguard Morningstar Total Stock Market ETF worth $3.36M as of Q2 2026.
  • Paladin Advisory Group sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.23% of Paladin Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Paladin Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.