Palisade Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Palisade Asset Management’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	$4.11M	Hold	11,094	–	–	0.38%	65
2026 Q1	$3.56M	Buy	11,094 +3	+0%	+$1.01K	0.36%	71
2025 Q4	$3.72M	Sell	11,091 -3,289	-23%	-$1.09M	0.36%	64
2025 Q3	$4.72M	Sell	14,380 -545	-4%	-$172K	0.44%	54
2025 Q2	$4.54M	Hold	14,925	–	–	0.45%	55
2025 Q1	$4.1M	Sell	14,925 -453	-3%	-$132K	0.42%	57
2024 Q4	$4.46M	Sell	15,378 -100	-0.6%	-$29.2K	0.45%	54
2024 Q3	$4.38M	Sell	15,478 -102	-0.7%	-$27.8K	0.43%	54
2024 Q2	$4.17M	Buy	15,580 +1,917	+14%	+$496K	0.43%	55
2024 Q1	$3.55M	Buy	+13,663	New	+$3.38M	0.35%	68
2023 Q1	–	Sell	-2,850	Closed	-$545K	–	180
2022 Q4	$545K	Buy	+2,850	New	+$549K	0.06%	143
2018 Q2	–	Sell	-3,100	Closed	-$421K	–	169
2018 Q1	$421K	Hold	3,100	–	–	0.06%	131
2017 Q4	$425K	Buy	+3,100	New	+$415K	0.07%	132

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

Palisade Asset Management's VTI Position: Q2 2026 in Review

Palisade Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 11,094 shares worth $4.11M. The position accounts for 0.38% of the portfolio, ranked #65.

Palisade Asset Management first reported a position in VTI in Q4 2017 and has held it in 13 quarters since. The position peaked at $4.72M in Q3 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Palisade Asset Management held 11,094 shares of Vanguard Morningstar Total Stock Market ETF worth $4.11M as of Q2 2026.
Palisade Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.38% of Palisade Asset Management's portfolio in Q2 2026, its #65 holding.
Palisade Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 13 quarters since.
Palisade Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.72M in Q3 2025.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.