Parr McKnight Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Parr McKnight Wealth Management Group’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	$1.69M	Buy	4,569 +750	+20%	+$268K	0.2%	135
2026 Q1	$1.23M	Sell	3,819 -202	-5%	-$67.8K	0.16%	145
2025 Q4	$1.35M	Sell	4,021 -387	-9%	-$129K	0.18%	136
2025 Q3	$1.45M	Sell	4,408 -482	-10%	-$152K	0.19%	135
2025 Q2	$1.49M	Sell	4,890 -30	-0.6%	-$8.44K	0.2%	134
2025 Q1	$1.35M	Sell	4,920 -674	-12%	-$196K	0.19%	137
2024 Q4	$1.62M	Buy	+5,594	New	+$1.63M	0.23%	111

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

Parr McKnight Wealth Management Group's VTI Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, buying an estimated $268K and bringing the position to 4,569 shares worth $1.69M. The position accounts for 0.2% of the portfolio, ranked #135.

Parr McKnight Wealth Management Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Parr McKnight Wealth Management Group held 4,569 shares of Vanguard Morningstar Total Stock Market ETF worth $1.69M as of Q2 2026.
Parr McKnight Wealth Management Group bought 750 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $268K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #135 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.