PAG
VTI icon

Paladin Advisory Group’s Vanguard 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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paladin Advisory Group's VTI Position: Q1 2026 in Review

Paladin Advisory Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.5% in Q1 2026, selling an estimated $15.4K and leaving 9,102 shares worth $2.92M. The position accounts for 2.22% of the portfolio, ranked #14.

Paladin Advisory Group first reported a position in VTI in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.07M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Paladin Advisory Group held 9,102 shares of Vanguard Total Stock Market ETF worth $2.92M as of Q1 2026.
  • Paladin Advisory Group sold 46 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $15.4K.
  • Vanguard Total Stock Market ETF made up 2.22% of Paladin Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Paladin Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Vanguard Total Stock Market ETF position peaked at $3.07M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.