PSCM
VTI icon

Per Stirling Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Per Stirling 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 		$912K Buy
2,466
+153
+7% +$54.7K 0.09% 156
2026
Q1 		$742K Sell
2,313
-32
-1% -$10.7K 0.08% 157
2025
Q4 		$786K Sell
2,345
-705
-23% -$235K 0.09% 143
2025
Q3 		$1M Buy
3,050
+35
+1% +$11.1K 0.12% 118
2025
Q2 		$916K Sell
3,015
-132
-4% -$37.1K 0.12% 121
2025
Q1 		$865K Buy
3,147
+365
+13% +$106K 0.12% 124
2024
Q4 		$806K Sell
2,782
-342
-11% -$99.8K 0.11% 121
2024
Q3 		$884K Buy
3,124
+1,048
+50% +$286K 0.12% 126
2024
Q2 		$555K Sell
2,076
-523
-20% -$135K 0.09% 146
2024
Q1 		$675K Buy
2,599
+1,292
+99% +$320K 0.11% 118
2023
Q4 		$310K Buy
1,307
+2
+0.2% +$442 0.06% 172
2023
Q3 		$277K Sell
1,305
-1,632
-56% -$361K 0.06% 168
2023
Q2 		$647K Buy
2,937
+10
+0.3% +$2.09K 0.13% 96
2023
Q1 		$597K Sell
2,927
-395
-12% -$79.1K 0.13% 98
2022
Q4 		$635K Buy
+3,322
New +$640K 0.12% 105

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

Per Stirling Capital Management's VTI Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.6% in Q2 2026, buying an estimated $54.7K and bringing the position to 2,466 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #156.

Per Stirling Capital Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q3 2025. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Per Stirling Capital Management held 2,466 shares of Vanguard Morningstar Total Stock Market ETF worth $912K as of Q2 2026.
  • Per Stirling Capital Management bought 153 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $54.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Per Stirling Capital Management's portfolio in Q2 2026, its #156 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1M in Q3 2025.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.