PIA
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Perennial Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Perennial Investment Advisors’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 		$12.5M Buy
39,023
+340
+0.9% +$114K 1% 18
2025
Q4 		$13M Sell
38,683
-1,593
-4% -$530K 1.02% 15
2025
Q3 		$13.2M Sell
40,276
-1,050
-3% -$332K 1.09% 15
2025
Q2 		$12.6M Sell
41,326
-369
-0.9% -$104K 1.21% 16
2025
Q1 		$11.5M Buy
41,695
+213
+0.5% +$61.9K 1.29% 18
2024
Q4 		$12M Sell
41,482
-742
-2% -$216K 1.42% 15
2024
Q3 		$12M Sell
42,224
-1,616
-4% -$441K 1.55% 13
2024
Q2 		$11.7M Sell
43,840
-838
-2% -$217K 1.67% 12
2024
Q1 		$11.6M Sell
44,678
-2,086
-4% -$516K 1.76% 10
2023
Q4 		$11.1M Sell
46,764
-2,548
-5% -$563K 1.84% 7
2023
Q3 		$10.5M Sell
49,312
-231
-0.5% -$51.1K 1.89% 8
2023
Q2 		$10.9M Sell
49,543
-1,435
-3% -$299K 1.92% 7
2023
Q1 		$10.4M Buy
50,978
+36,859
+261% +$7.38M 1.93% 8
2022
Q4 		$2.7M Sell
14,119
-27
-0.2% -$5.2K 1.1% 22
2022
Q3 		$2.54M Buy
14,146
+163
+1% +$32.5K 1.15% 17
2022
Q2 		$2.63M Sell
13,983
-1,060
-7% -$218K 1.03% 20
2022
Q1 		$3.42M Buy
15,043
+2,142
+17% +$482K 1.08% 18
2021
Q4 		$3.11M Sell
12,901
-913
-7% -$216K 0.97% 18
2021
Q3 		$3.07M Buy
13,814
+664
+5% +$151K 1.09% 17
2021
Q2 		$2.93M Sell
13,150
-249
-2% -$54K 1.07% 17
2021
Q1 		$2.77M Buy
13,399
+7
+0.1% +$1.42K 1.09% 16
2020
Q4 		$2.61M Buy
13,392
+3,322
+33% +$607K 1.12% 18
2020
Q3 		$1.72M Sell
10,070
-1,735
-15% -$292K 0.86% 25
2020
Q2 		$1.85M Buy
11,805
+1,355
+13% +$200K 1.25% 19
2020
Q1 		$1.35M Sell
10,450
-6,207
-37% -$960K 1.2% 20
2019
Q4 		$2.73M Buy
+16,657
New +$2.61M 2.15% 9

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

Perennial Investment Advisors's VTI Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.88% in Q1 2026, buying an estimated $114K and bringing the position to 39,023 shares worth $12.5M. The position accounts for 1% of the portfolio, ranked #18.

Perennial Investment Advisors first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.2M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Perennial Investment Advisors held 39,023 shares of Vanguard Total Stock Market ETF worth $12.5M as of Q1 2026.
  • Perennial Investment Advisors bought 340 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $114K.
  • Vanguard Total Stock Market ETF made up 1% of Perennial Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Vanguard Total Stock Market ETF position peaked at $13.2M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.