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

Permanent 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	$9.4M	Buy	25,411 +3,766	+17%	+$1.35M	1.26%	9
2026 Q1	$7.67M	Sell	21,645 -2,082	-9%	-$699K	1.19%	12
2025 Q4	$7.95M	Sell	23,727 -1,283	-5%	-$427K	1.55%	9
2025 Q3	$8.23M	Buy	+25,010	New	+$7.9M	1.54%	11
2025 Q1	$852K	Buy	+3,099	New	+$900K	0.24%	23
2024 Q2	$7.62M	Buy	+25,010	New	+$6.47M	1.59%	11

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Permanent Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, buying an estimated $1.35M and bringing the position to 25,411 shares worth $9.4M. The position accounts for 1.26% of the portfolio, ranked #9.

Permanent Capital Management first reported a position in VTI in Q2 2024 and has held it in 6 quarters since. 3,694 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Permanent Capital Management held 25,411 shares of Vanguard Morningstar Total Stock Market ETF worth $9.4M as of Q2 2026.
Permanent Capital Management bought 3,766 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Morningstar Total Stock Market ETF made up 1.26% of Permanent Capital Management's portfolio in Q2 2026, its #9 holding.
Permanent Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
3,694 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.