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Perennial Investment Advisors’s Vanguard Morningstar 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
Q2 		$13.8M Sell
37,236
-1,787
-5% -$639K 0.92% 20
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 $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

Perennial Investment Advisors's VTI Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q2 2026, selling an estimated $639K and leaving 37,236 shares worth $13.8M. The position accounts for 0.92% of the portfolio, ranked #20.

Perennial Investment Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Perennial Investment Advisors held 37,236 shares of Vanguard Morningstar Total Stock Market ETF worth $13.8M as of Q2 2026.
  • Perennial Investment Advisors sold 1,787 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $639K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.92% of Perennial Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.