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Patten Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Patten 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
Q1 		$776K Sell
2,420
-68
-3% -$22.8K 0.13% 159
2025
Q4 		$834K Buy
2,488
+878
+55% +$292K 0.15% 152
2025
Q3 		$528K Sell
1,610
-205
-11% -$64.8K 0.1% 179
2025
Q2 		$552K Buy
1,815
+334
+23% +$93.9K 0.12% 165
2025
Q1 		$407K Sell
1,481
-60
-4% -$17.4K 0.09% 199
2024
Q4 		$447K Hold
1,541
– – 0.1% 187
2024
Q3 		$436K Sell
1,541
-31
-2% -$8.46K 0.1% 189
2024
Q2 		$421K Sell
1,572
-9
-0.6% -$2.33K 0.1% 181
2024
Q1 		$411K Hold
1,581
– – 0.1% 186
2023
Q4 		$375K Buy
1,581
+129
+9% +$28.5K 0.1% 183
2023
Q3 		$308K Hold
1,452
– – 0.09% 192
2023
Q2 		$320K Sell
1,452
-80
-5% -$16.7K 0.05% 195
2023
Q1 		$313K Sell
1,532
-500
-25% -$100K 0.09% 198
2022
Q4 		$389K Hold
2,032
– – 0.12% 177
2022
Q3 		$371K Buy
2,032
+48
+2% +$9.57K 0.13% 172
2022
Q2 		$387K Buy
1,984
+73
+4% +$15K 0.12% 174
2022
Q1 		$435K Sell
1,911
-545
-22% -$123K 0.12% 173
2021
Q4 		$593K Buy
2,456
+145
+6% +$34.2K 0.16% 149
2021
Q3 		$513K Buy
2,311
+10
+0.4% +$2.28K 0.15% 155
2021
Q2 		$513K Buy
2,301
+52
+2% +$11.3K 0.15% 159
2021
Q1 		$465K Buy
2,249
+8
+0.4% +$1.62K 0.15% 159
2020
Q4 		$436K Sell
2,241
-140
-6% -$25.6K 0.12% 160
2020
Q3 		$406K Sell
2,381
-10
-0.4% -$1.68K 0.16% 146
2020
Q2 		$374K Hold
2,391
– – 0.16% 142
2020
Q1 		$308K Sell
2,391
-515
-18% -$79.6K 0.16% 135
2019
Q4 		$475K Buy
2,906
+50
+2% +$7.83K 0.18% 134
2019
Q3 		$431K Sell
2,856
-10,974
-79% -$1.65M 0.18% 130
2019
Q2 		$2.08M Sell
13,830
-498
-3% -$73.3K 0.85% 33
2019
Q1 		$2.07M Buy
14,328
+2,901
+25% +$405K 0.89% 34
2018
Q4 		$1.46M Buy
11,427
+150
+1% +$20.7K 0.69% 40
2018
Q3 		$1.69M Sell
11,277
-30
-0.3% -$4.42K 0.64% 41
2018
Q2 		$1.59M Sell
11,307
-14
-0.1% -$1.95K 0.64% 42
2018
Q1 		$1.54M Sell
11,321
-233
-2% -$32.7K 0.63% 46
2017
Q4 		$1.59M Buy
11,554
+21
+0.2% +$2.81K 0.63% 47
2017
Q3 		$1.49M Sell
11,533
-1,671
-13% -$212K 0.6% 52
2017
Q2 		$1.68M Sell
13,204
-3,395
-20% -$418K 0.68% 39
2017
Q1 		$2.01M Buy
16,599
+34
+0.2% +$4.07K 0.87% 30
2016
Q4 		$1.96M Buy
16,565
+13,244
+399% +$1.49M 0.88% 31
2016
Q3 		$363K Buy
3,321
+77
+2% +$8.54K 0.17% 126
2016
Q2 		$348K Buy
3,244
+109
+3% +$11.6K 0.16% 131
2016
Q1 		$329K Sell
3,135
-294
-9% -$29.2K 0.16% 133
2015
Q4 		$358K Buy
3,429
+953
+38% +$100K 0.17% 124
2015
Q3 		$244K Buy
2,476
+33
+1% +$3.46K 0.13% 147
2015
Q2 		$261K Buy
+2,443
New +$267K 0.12% 153
2015
Q1 		– Sell
-196
Closed -$21K – 246
2014
Q4 		$21K Buy
+196
New +$20.3K 0.01% 217

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patten Group's VTI Position: Q1 2026 in Review

Patten Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q1 2026, selling an estimated $22.8K and leaving 2,420 shares worth $776K. The position accounts for 0.13% of the portfolio, ranked #159.

Patten Group first reported a position in VTI in Q4 2014 and has held it in 45 quarters since. The position peaked at $2.08M in Q2 2019. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Patten Group held 2,420 shares of Vanguard Morningstar Total Stock Market ETF worth $776K as of Q1 2026.
  • Patten Group sold 68 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $22.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Patten Group's portfolio in Q1 2026, its #159 holding.
  • Patten Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 45 quarters since.
  • Patten Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.08M in Q2 2019.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.