Parcion Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Parcion Private Wealth’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	$520K	Buy	1,406 +23	+2%	+$8.22K	0.03%	253
2026 Q1	$444K	Buy	+1,383	New	+$464K	0.03%	257
2025 Q4	–	Sell	-1,383	Closed	-$454K	–	446
2025 Q3	$454K	Hold	1,383	–	–	0.03%	207
2025 Q2	$420K	Hold	1,383	–	–	0.03%	186
2025 Q1	$380K	Buy	+1,383	New	+$402K	0.03%	191
2022 Q1	–	Sell	-1,242	Closed	-$292K	–	209
2021 Q4	$292K	Sell	1,242 -727	-37%	-$172K	0.03%	163
2021 Q3	$454K	Sell	1,969 -90	-4%	-$20.5K	0.04%	148
2021 Q2	$459K	Buy	2,059 +745	+57%	+$162K	0.05%	144
2021 Q1	$272K	Sell	1,314 -63	-5%	-$12.7K	0.03%	172
2020 Q4	$268K	Hold	1,377	–	–	0.04%	163
2020 Q3	$235K	Hold	1,377	–	–	0.04%	168
2020 Q2	$221K	Sell	1,377 -571	-29%	-$84.2K	0.04%	171
2020 Q1	$251K	Sell	1,948 -1,581	-45%	-$244K	0.07%	152
2019 Q4	$577K	Buy	+3,529	New	+$553K	0.13%	105

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

Parcion Private Wealth's VTI Position: Q2 2026 in Review

Parcion Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $8.22K and bringing the position to 1,406 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #253.

Parcion Private Wealth first reported a position in VTI in Q4 2019 and has held it in 14 quarters since. The position peaked at $577K in Q4 2019. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Parcion Private Wealth held 1,406 shares of Vanguard Morningstar Total Stock Market ETF worth $520K as of Q2 2026.
Parcion Private Wealth bought 23 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.22K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #253 holding.
Parcion Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 14 quarters since.
Parcion Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $577K in Q4 2019.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.