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

Paladin Partners’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
Q3 		$11.6M Sell
30,959
-593
-2% -$222K 7.13% 5
2026
Q2 		$11.7M Buy
31,552
+578
+2% +$207K 7.72% 5
2026
Q1 		$9.94M Sell
30,974
-1,768
-5% -$593K 7.16% 5
2025
Q4 		$11M Buy
+32,742
New +$10.9M 8.18% 4

Other funds holding VTI

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Paladin Partners's VTI Position: Q3 2026 in Review

Paladin Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q3 2026, selling an estimated $222K and leaving 30,959 shares worth $11.6M. The position accounts for 7.13% of the portfolio, ranked #5.

Paladin Partners first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.7M in Q2 2026. 58 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Paladin Partners held 30,959 shares of Vanguard Morningstar Total Stock Market ETF worth $11.6M as of Q3 2026.
  • Paladin Partners sold 593 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $222K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.13% of Paladin Partners's portfolio in Q3 2026, its #5 holding.
  • Paladin Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $11.7M in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.