PCM
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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
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 $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

Permanent Capital Management's VTI Position: Q1 2026 in Review

Permanent Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.8% in Q1 2026, selling an estimated $699K and leaving 21,645 shares worth $7.67M. The position accounts for 1.19% of the portfolio, ranked #12.

Permanent Capital Management first reported a position in VTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.23M in Q3 2025. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Permanent Capital Management held 21,645 shares of Vanguard Morningstar Total Stock Market ETF worth $7.67M as of Q1 2026.
  • Permanent Capital Management sold 2,082 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $699K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.19% of Permanent Capital Management's portfolio in Q1 2026, its #12 holding.
  • Permanent Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 5 quarters since.
  • Permanent Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.23M in Q3 2025.
  • 3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.