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Patriot Financial Group Insurance Agency’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$10.7M Sell
28,864
-26,454
-48% -$9.46M 1.1% 13
2026
Q1 		$17.7M Buy
55,318
+32,321
+141% +$10.8M 1% 14
2025
Q4 		$7.71M Sell
22,997
-342
-1% -$114K 0.92% 16
2025
Q3 		$7.66M Sell
23,339
-10,984
-32% -$3.47M 0.98% 14
2025
Q2 		$10.4M Buy
34,323
+1,548
+5% +$435K 1.2% 12
2025
Q1 		$9.01M Sell
32,775
-985
-3% -$286K 1.21% 12
2024
Q4 		$9.78M Buy
33,760
+1,503
+5% +$439K 1.31% 9
2024
Q3 		$9.13M Buy
32,257
+79
+0.2% +$21.5K 1.23% 10
2024
Q2 		$8.61M Buy
32,178
+1,484
+5% +$384K 1.27% 11
2024
Q1 		$7.98M Sell
30,694
-3,343
-10% -$827K 1.27% 11
2023
Q4 		$8.07M Buy
34,037
+564
+2% +$125K 1.52% 8
2023
Q3 		$7.11M Buy
33,473
+4,006
+14% +$887K 1.47% 8
2023
Q2 		$6.49M Sell
29,467
-6,784
-19% -$1.42M 1.22% 15
2023
Q1 		$7.4M Sell
36,251
-4,076
-10% -$816K 1.5% 10
2022
Q4 		$7.71M Buy
40,327
+520
+1% +$100K 1.04% 10
2022
Q3 		$7.14M Buy
39,807
+2,960
+8% +$590K 1.74% 8
2022
Q2 		$6.95M Buy
36,847
+5,004
+16% +$1.03M 1.41% 11
2022
Q1 		$7.25M Buy
31,843
+2,766
+10% +$622K 1.29% 12
2021
Q4 		$7.02M Buy
29,077
+2,342
+9% +$553K 1.17% 14
2021
Q3 		$5.94M Buy
26,735
+1,171
+5% +$267K 1.05% 14
2021
Q2 		$5.7M Buy
25,564
+1,602
+7% +$348K 1.04% 13
2021
Q1 		$4.95M Sell
23,962
-4,084
-15% -$826K 1.14% 10
2020
Q4 		$4.06M Buy
28,046
+8,313
+42% +$1.52M 1.02% 11
2020
Q3 		$3.36M Sell
19,733
-625
-3% -$105K 1.09% 11
2020
Q2 		$3.19M Buy
20,358
+2,436
+14% +$359K 1.22% 9
2020
Q1 		$2.31M Buy
17,922
+2,142
+14% +$331K 1.06% 13
2019
Q4 		$2.58M Buy
15,780
+1,393
+10% +$218K 0.97% 14
2019
Q3 		$2.17M Sell
14,387
-1,508
-9% -$227K 0.98% 13
2019
Q2 		$2.41M Buy
15,895
+1,618
+11% +$238K 1.04% 14
2019
Q1 		$2.07M Buy
14,277
+356
+3% +$49.7K 1.06% 12
2018
Q4 		$1.78M Buy
13,921
+396
+3% +$54.7K 1.17% 12
2018
Q3 		$2.02M Buy
13,525
+2,613
+24% +$385K 1.21% 11
2018
Q2 		$1.53M Sell
10,912
-11,326
-51% -$1.58M 1.64% 10
2018
Q1 		$2.95M Buy
22,238
+1,861
+9% +$261K 2.18% 7
2017
Q4 		$2.86M Buy
20,377
+2,633
+15% +$352K 2.14% 8
2017
Q3 		$2.32M Buy
17,744
+1,830
+11% +$232K 2.08% 7
2017
Q2 		$1.98M Buy
15,914
+1,236
+8% +$152K 2.07% 6
2017
Q1 		$1.77M Buy
14,678
+792
+6% +$94.9K 1.87% 8
2016
Q4 		$1.62M Buy
+13,886
New +$1.56M 2.22% 7

Other funds holding VTI

RIM
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
WI
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

Patriot Financial Group Insurance Agency's VTI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 48% in Q2 2026, selling an estimated $9.46M and leaving 28,864 shares worth $10.7M. The position accounts for 1.1% of the portfolio, ranked #13.

Patriot Financial Group Insurance Agency first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. The position peaked at $17.7M in Q1 2026. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 28,864 shares of Vanguard Morningstar Total Stock Market ETF worth $10.7M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 26,454 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.46M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #13 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Morningstar Total Stock Market ETF position peaked at $17.7M in Q1 2026.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.