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

Panoramic Capital 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	$1.99M	Sell	5,321 -319	-6%	-$120K	0.84%	14
2026 Q2	$2.09M	Buy	5,640 +762	+16%	+$272K	0.99%	14
2026 Q1	$1.56M	Buy	4,878 +356	+8%	+$119K	0.96%	14
2025 Q4	$1.52M	Hold	4,522	–	–	0.93%	15
2025 Q3	$1.48M	Hold	4,522	–	–	0.95%	14
2025 Q2	$1.39M	Hold	4,522	–	–	0.97%	13
2025 Q1	$1.1M	Hold	4,522	–	–	1.14%	12
2024 Q4	$1.31M	Buy	+4,522	New	+$1.32M	1.15%	12

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Panoramic Capital Partners's VTI Position: Q3 2026 in Review

Panoramic Capital Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.7% in Q3 2026, selling an estimated $120K and leaving 5,321 shares worth $1.99M. The position accounts for 0.84% of the portfolio, ranked #14.

Panoramic Capital Partners first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q2 2026. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Panoramic Capital Partners held 5,321 shares of Vanguard Morningstar Total Stock Market ETF worth $1.99M as of Q3 2026.
Panoramic Capital Partners sold 319 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $120K.
Vanguard Morningstar Total Stock Market ETF made up 0.84% of Panoramic Capital Partners's portfolio in Q3 2026, its #14 holding.
Panoramic Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Panoramic Capital Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.09M in Q2 2026.
3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Panoramic Capital Partners's 13F filing for Q3 2026, filed 12 Nov 2026.