PCM
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Pennsylvania Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pennsylvania Capital Management’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 		$1.14M Sell
3,081
-624
-17% -$223K 0.29% 48
2026
Q1 		$1.19M Buy
3,705
+12
+0.3% +$4.03K 0.34% 44
2025
Q4 		$1.24M Buy
3,693
+907
+33% +$302K 0.34% 43
2025
Q3 		$914K Sell
2,786
-620
-18% -$196K 0.27% 52
2025
Q2 		$1.04M Buy
3,406
+655
+24% +$184K 0.33% 50
2025
Q1 		$756K Buy
2,751
+214
+8% +$62.2K 0.28% 49
2024
Q4 		$735K Sell
2,537
-20
-0.8% -$5.83K 0.25% 48
2024
Q3 		$724K Buy
2,557
+35
+1% +$9.55K 0.26% 46
2024
Q2 		$675K Buy
2,522
+117
+5% +$30.3K 0.26% 46
2024
Q1 		$625K Sell
2,405
-518
-18% -$128K 0.26% 48
2023
Q4 		$693K Sell
2,923
-1,237
-30% -$273K 0.27% 45
2023
Q3 		$884K Sell
4,160
-54
-1% -$12K 0.37% 38
2023
Q2 		$928K Sell
4,214
-83
-2% -$17.3K 0.4% 37
2023
Q1 		$877K Sell
4,297
-340
-7% -$68.1K 0.42% 38
2022
Q4 		$919K Buy
4,637
+42
+0.9% +$8.09K 0.49% 37
2022
Q3 		$825K Buy
4,595
+91
+2% +$18.1K 0.46% 30
2022
Q2 		$850K Sell
4,504
-195
-4% -$40.1K 0.45% 31
2022
Q1 		$1.07M Buy
4,699
+567
+14% +$128K 0.46% 28
2021
Q4 		$998K Buy
4,132
+108
+3% +$25.5K 0.34% 41
2021
Q3 		$943K Sell
4,024
-1,123
-22% -$256K 0.42% 31
2021
Q2 		$1.16M Buy
5,147
+44
+0.9% +$9.55K 0.57% 25
2021
Q1 		$1.05M Sell
5,103
-93
-2% -$18.8K 0.62% 25
2020
Q4 		$1.03M Buy
5,196
+712
+16% +$130K 0.68% 22
2020
Q3 		$778K Sell
4,484
-1,831
-29% -$308K 0.61% 27
2020
Q2 		$988K Buy
6,315
+2,264
+56% +$334K 0.53% 41
2020
Q1 		$500K Sell
4,051
-1,053
-21% -$163K 0.64% 26
2019
Q4 		$835K Buy
+5,104
New +$800K 0.79% 24

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Pennsylvania Capital Management's VTI Position: Q2 2026 in Review

Pennsylvania Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, selling an estimated $223K and leaving 3,081 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #48.

Pennsylvania Capital Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pennsylvania Capital Management held 3,081 shares of Vanguard Morningstar Total Stock Market ETF worth $1.14M as of Q2 2026.
  • Pennsylvania Capital Management sold 624 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Pennsylvania Capital Management's portfolio in Q2 2026, its #48 holding.
  • Pennsylvania Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Pennsylvania Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.24M in Q4 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.