Partners Capital Investment Group
VTI icon

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

Partners Capital Investment 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 		$7.07M Buy
19,106
+54
+0.3% +$19.3K 0.25% 46
2026
Q1 		$6.11M Buy
19,052
+683
+4% +$229K 0.23% 49
2025
Q4 		$6.16M Buy
18,369
+102
+0.6% +$33.9K 0.23% 47
2025
Q3 		$5.99M Buy
18,267
+54
+0.3% +$17.1K 0.24% 50
2025
Q2 		$5.54M Sell
18,213
-18,004
-50% -$5.06M 0.22% 53
2025
Q1 		$9.95M Buy
36,217
+18,231
+101% +$5.3M 0.17% 68
2024
Q4 		$5.21M Sell
17,986
-1,537
-8% -$448K 0.14% 60
2024
Q3 		$5.53M Sell
19,523
-45
-0.2% -$12.3K 0.09% 88
2024
Q2 		$5.27M Sell
19,568
-118,108
-86% -$30.6M 0.09% 97
2024
Q1 		$35.8M Sell
137,676
-24,684
-15% -$6.11M 0.97% 27
2023
Q4 		$38.5M Buy
162,360
+25,479
+19% +$5.63M 0.84% 25
2023
Q3 		$29.1M Sell
136,881
-6,725
-5% -$1.49M 0.7% 24
2023
Q2 		$31.6M Sell
143,606
-32,001
-18% -$6.67M 0.68% 28
2023
Q1 		$35.8M Buy
175,607
+10,572
+6% +$2.12M 1.54% 18
2022
Q4 		$31.6M Buy
165,035
+52,201
+46% +$10.1M 1.52% 16
2022
Q3 		$20.3M Buy
112,834
+112,461
+30,150% +$22.4M 1.2% 18
2022
Q2 		$70K Buy
+373
New +$76.6K ﹤0.01% 118

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partners Capital Investment Group's VTI Position: Q2 2026 in Review

Partners Capital Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $19.3K and bringing the position to 19,106 shares worth $7.07M. The position accounts for 0.25% of the portfolio, ranked #46.

Partners Capital Investment Group first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $38.5M in Q4 2023. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Partners Capital Investment Group held 19,106 shares of Vanguard Morningstar Total Stock Market ETF worth $7.07M as of Q2 2026.
  • Partners Capital Investment Group bought 54 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Partners Capital Investment Group's portfolio in Q2 2026, its #46 holding.
  • Partners Capital Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Partners Capital Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $38.5M in Q4 2023.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.