Parkside Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Parkside Investments’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	$1.67M	Hold	4,500	–	–	0.18%	55
2026 Q1	$1.44M	Hold	4,500	–	–	0.18%	56
2025 Q4	$1.51M	Hold	4,500	–	–	0.19%	58
2025 Q3	$1.48M	Sell	4,500 -500	-10%	-$158K	0.18%	58
2025 Q2	$1.52M	Hold	5,000	–	–	0.21%	58
2025 Q1	$1.37M	Hold	5,000	–	–	0.2%	57
2024 Q4	$1.45M	Hold	5,000	–	–	0.22%	54
2024 Q3	$1.42M	Hold	5,000	–	–	0.21%	54
2024 Q2	$1.34M	Hold	5,000	–	–	0.21%	59
2024 Q1	$1.3M	Sell	5,000 -400	-7%	-$99K	0.21%	59
2023 Q4	$1.28M	Hold	5,400	–	–	0.22%	58
2023 Q3	$1.15M	Hold	5,400	–	–	0.21%	56
2023 Q2	$1.19M	Sell	5,400 -100	-2%	-$20.9K	0.22%	56
2023 Q1	$1.12M	Hold	5,500	–	–	0.21%	57
2022 Q4	$1.05M	Hold	5,500	–	–	0.21%	63
2022 Q3	$987K	Sell	5,500 -400	-7%	-$79.7K	0.21%	59
2022 Q2	$1.11M	Sell	5,900 -600	-9%	-$123K	0.23%	58
2022 Q1	$1.48M	Sell	6,500 -500	-7%	-$112K	0.29%	55
2021 Q4	$1.69M	Sell	7,000 -250	-3%	-$59K	0.33%	54
2021 Q3	$1.61M	Sell	7,250 -2,000	-22%	-$456K	0.34%	55
2021 Q2	$2.06M	Sell	9,250 -1,000	-10%	-$217K	0.4%	53
2021 Q1	$2.12M	Hold	10,250	–	–	0.44%	52
2020 Q4	$2M	Sell	10,250 -500	-5%	-$91.4K	0.44%	56
2020 Q3	$1.83M	Sell	10,750 -150	-1%	-$25.2K	0.48%	66
2020 Q2	$1.71M	Sell	10,900 -4	-0%	-$590	0.45%	68
2020 Q1	$1.41M	Sell	10,904 -1,108	-9%	-$171K	0.46%	66
2019 Q4	$1.97M	Hold	12,012	–	–	0.48%	65
2019 Q3	$1.81M	Hold	12,012	–	–	0.49%	67
2019 Q2	$1.8M	Hold	12,012	–	–	0.47%	65
2019 Q1	$1.74M	Buy	12,012 +4,008	+50%	+$559K	0.47%	66
2018 Q4	$1.02M	Buy	8,004 +8,000	+200,000%	+$1.1M	0.44%	64
2018 Q3	$0	Buy	+4	New	+$589	﹤0.01%	157

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

Parkside Investments's VTI Position: Q2 2026 in Review

Parkside Investments held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,500 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #55.

Parkside Investments first reported a position in VTI in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.12M in Q1 2021. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Parkside Investments held 4,500 shares of Vanguard Morningstar Total Stock Market ETF worth $1.67M as of Q2 2026.
Parkside Investments left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Parkside Investments's portfolio in Q2 2026, its #55 holding.
Parkside Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
Parkside Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $2.12M in Q1 2021.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.