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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Per Stirling Capital Management's VTI Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.4% in Q1 2026, selling an estimated $10.7K and leaving 2,313 shares worth $742K. The position accounts for 0.08% of the portfolio, ranked #157.

Per Stirling Capital Management first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q3 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Per Stirling Capital Management held 2,313 shares of Vanguard Total Stock Market ETF worth $742K as of Q1 2026.
  • Per Stirling Capital Management sold 32 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $10.7K.
  • Vanguard Total Stock Market ETF made up 0.08% of Per Stirling Capital Management's portfolio in Q1 2026, its #157 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's Vanguard Total Stock Market ETF position peaked at $1M in Q3 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.