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

Peachtree Investment Partners’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 		$289K Sell
901
-16
-2% -$5.37K 0.11% 73
2025
Q4 		$308K Sell
917
-34
-4% -$11.3K 0.1% 67
2025
Q3 		$312K Sell
951
-2,157
-69% -$681K 0.11% 71
2025
Q2 		$945K Hold
3,108
– – 0.36% 36
2025
Q1 		$854K Buy
3,108
+197
+7% +$57.2K 0.34% 34
2024
Q4 		$844K Sell
2,911
-32
-1% -$9.34K 0.32% 35
2024
Q3 		$833K Buy
2,943
+21
+0.7% +$5.73K 0.31% 35
2024
Q2 		$782K Sell
2,922
-839
-22% -$217K 0.31% 36
2024
Q1 		$978K Buy
3,761
+476
+14% +$118K 0.4% 31
2023
Q4 		$779K Buy
3,285
+37
+1% +$8.18K 0.32% 34
2023
Q3 		$690K Buy
3,248
+352
+12% +$77.9K 0.35% 34
2023
Q2 		$638K Sell
2,896
-497
-15% -$104K 0.29% 45
2023
Q1 		$693K Buy
3,393
+373
+12% +$74.7K 0.43% 36
2022
Q4 		$1.14M Sell
3,020
-1,705
-36% -$329K 0.7% 27
2022
Q3 		$848K Sell
4,725
-1,905
-29% -$380K 0.57% 30
2022
Q2 		$1.25M Sell
6,630
-7,077
-52% -$1.45M 0.78% 27
2022
Q1 		$3.12M Sell
13,707
-1,256
-8% -$282K 1.43% 18
2021
Q4 		$3.61M Sell
14,963
-421
-3% -$99.4K 1.52% 14
2021
Q3 		$3.42M Buy
15,384
+1,740
+13% +$397K 1.67% 13
2021
Q2 		$3.04M Sell
13,644
-78
-0.6% -$16.9K 1.48% 14
2021
Q1 		$2.84M Buy
+13,722
New +$2.78M 1.63% 17

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

Peachtree Investment Partners's VTI Position: Q1 2026 in Review

Peachtree Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q1 2026, selling an estimated $5.37K and leaving 901 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #73.

Peachtree Investment Partners first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.61M in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Peachtree Investment Partners held 901 shares of Vanguard Morningstar Total Stock Market ETF worth $289K as of Q1 2026.
  • Peachtree Investment Partners sold 16 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $5.37K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Peachtree Investment Partners's portfolio in Q1 2026, its #73 holding.
  • Peachtree Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Peachtree Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.61M in Q4 2021.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.