Perryman Financial Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Perryman Financial Advisory’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	$1.98M	Sell	5,338 -218	-4%	-$77.9K	0.26%	71
2026 Q1	$1.78M	Buy	5,556 +744	+15%	+$250K	0.27%	71
2025 Q4	$1.61M	Buy	+4,812	New	+$1.6M	0.24%	75

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

Perryman Financial Advisory's VTI Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, selling an estimated $77.9K and leaving 5,338 shares worth $1.98M. The position accounts for 0.26% of the portfolio, ranked #71.

Perryman Financial Advisory first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Perryman Financial Advisory held 5,338 shares of Vanguard Morningstar Total Stock Market ETF worth $1.98M as of Q2 2026.
Perryman Financial Advisory sold 218 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $77.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Perryman Financial Advisory's portfolio in Q2 2026, its #71 holding.
Perryman Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.