Penney Financial
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Penney Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Penney Financial’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
Q3 		$45.9M Buy
122,661
+597
+0.5% +$224K 13.55% 3
2026
Q2 		$45.2M Sell
122,064
-6,353
-5% -$2.27M 15.79% 2
2026
Q1 		$41.2M Buy
128,417
+4,345
+4% +$1.46M 15.81% 2
2025
Q4 		$41.6M Buy
124,072
+5,619
+5% +$1.87M 16.05% 2
2025
Q3 		$38.9M Buy
118,453
+3,352
+3% +$1.06M 17.41% 2
2025
Q2 		$35M Sell
115,101
-3,587
-3% -$1.01M 17.78% 2
2025
Q1 		$32.6M Buy
118,688
+4,129
+4% +$1.2M 21.42% 2
2024
Q4 		$33.2M Sell
114,559
-241
-0.2% -$70.3K 22.26% 2
2024
Q3 		$32.5M Buy
114,800
+4,629
+4% +$1.26M 22.17% 2
2024
Q2 		$29.5M Buy
110,171
+3,062
+3% +$793K 21.55% 2
2024
Q1 		$27.8M Buy
107,109
+5,253
+5% +$1.3M 20.56% 2
2023
Q4 		$24.2M Buy
+101,856
New +$22.5M 19.98% 2

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Penney Financial's VTI Position: Q3 2026 in Review

Penney Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.49% in Q3 2026, buying an estimated $224K and bringing the position to 122,661 shares worth $45.9M. The position accounts for 13.55% of the portfolio, ranked #3.

Penney Financial first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Penney Financial held 122,661 shares of Vanguard Morningstar Total Stock Market ETF worth $45.9M as of Q3 2026.
  • Penney Financial bought 597 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $224K.
  • Vanguard Morningstar Total Stock Market ETF made up 13.55% of Penney Financial's portfolio in Q3 2026, its #3 holding.
  • Penney Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.