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Patriot Investment Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Patriot Investment 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 		$543M Buy
1,467,704
+1,179
+0.1% +$422K 31.49% 1
2026
Q1 		$470M Sell
1,466,525
-2,577
-0.2% -$865K 30.05% 1
2025
Q4 		$493M Buy
1,469,102
+6,343
+0.4% +$2.11M 31.23% 1
2025
Q3 		$480M Buy
1,462,759
+2,662
+0.2% +$841K 31.31% 1
2025
Q2 		$444M Buy
1,460,097
+15,310
+1% +$4.31M 30.72% 1
2025
Q1 		$397M Buy
1,444,787
+14,119
+1% +$4.1M 29.82% 1
2024
Q4 		$415M Sell
1,430,668
-24,951
-2% -$7.28M 31.01% 1
2024
Q3 		$412M Buy
1,455,619
+5,662
+0.4% +$1.54M 30.27% 1
2024
Q2 		$388M Sell
1,449,957
-17,759
-1% -$4.6M 30.34% 1
2024
Q1 		$381M Buy
1,467,716
+91,083
+7% +$22.5M 30.19% 1
2023
Q4 		$327M Sell
1,376,633
-4,618
-0.3% -$1.02M 27.86% 1
2023
Q3 		$293M Sell
1,381,251
-18,575
-1% -$4.11M 26.91% 1
2023
Q2 		$308M Buy
1,399,826
+22,874
+2% +$4.77M 26.03% 1
2023
Q1 		$281M Buy
1,376,952
+32,632
+2% +$6.53M 24.74% 1
2022
Q4 		$274M Buy
1,344,320
+182,658
+16% +$35.2M 23.79% 1
2022
Q3 		$208M Buy
1,161,662
+45,887
+4% +$9.15M 21.49% 1
2022
Q2 		$210M Sell
1,115,775
-12,470
-1% -$2.56M 20.54% 1
2022
Q1 		$257M Buy
1,128,245
+39,177
+4% +$8.81M 22.26% 1
2021
Q4 		$263M Buy
1,089,068
+14,730
+1% +$3.48M 22.29% 1
2021
Q3 		$239M Buy
1,074,338
+282,740
+36% +$64.5M 21.54% 1
2021
Q2 		$176M Buy
791,598
+14,491
+2% +$3.14M 16.34% 1
2021
Q1 		$161M Buy
777,107
+189,727
+32% +$38.4M 15.9% 1
2020
Q4 		$114M Sell
587,380
-147,871
-20% -$27M 17.28% 1
2020
Q3 		$125M Buy
735,251
+33,392
+5% +$5.62M 14.95% 1
2020
Q2 		$110M Buy
701,859
+12,068
+2% +$1.78M 13.89% 1
2020
Q1 		$88.9M Buy
689,791
+30,473
+5% +$4.71M 13.51% 1
2019
Q4 		$108M Buy
659,318
+22,987
+4% +$3.6M 13.94% 1
2019
Q3 		$96.1M Buy
636,331
+6,093
+1% +$918K 13.28% 1
2019
Q2 		$94.6M Buy
630,238
+6,356
+1% +$936K 13.24% 1
2019
Q1 		$90.3M Buy
+623,882
New +$87M 13.28% 1

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 Investment Management Group's VTI Position: Q2 2026 in Review

Patriot Investment Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q2 2026, buying an estimated $422K and bringing the position to 1,467,704 shares worth $543M. The position accounts for 31.49% of the portfolio, ranked #1.

Patriot Investment Management Group first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Patriot Investment Management Group held 1,467,704 shares of Vanguard Morningstar Total Stock Market ETF worth $543M as of Q2 2026.
  • Patriot Investment Management Group bought 1,179 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $422K.
  • Vanguard Morningstar Total Stock Market ETF made up 31.49% of Patriot Investment Management Group's portfolio in Q2 2026, its #1 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.