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
2023 Q1	–	Sell	-6,211	Closed	-$1.19M	–	505
2022 Q4	$1.19M	Sell	6,211 -617	-9%	-$119K	1.02%	33
2022 Q3	$1.23M	Sell	6,828 -123	-2%	-$24.5K	1.12%	27
2022 Q2	$1.31M	Buy	+6,951	New	+$1.43M	1.13%	28
2022 Q1	–	Sell	-6,958	Closed	-$1.68M	–	523
2021 Q4	$1.68M	Buy	+6,958	New	+$1.64M	1.36%	21

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

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. 3,688 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.
3,688 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.