Persium Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Persium 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 Q3	$306K	Sell	818 -30	-4%	-$11.2K	0.16%	61
2026 Q2	$314K	Buy	848 +110	+15%	+$39.3K	0.2%	60
2026 Q1	$237K	Hold	738	–	–	0.19%	58
2025 Q4	$247K	Hold	738	–	–	0.18%	58
2025 Q3	$242K	Hold	738	–	–	0.18%	59
2025 Q2	$224K	Hold	738	–	–	0.19%	57
2025 Q1	$203K	Hold	738	–	–	0.19%	57
2024 Q4	$214K	Buy	+738	New	+$215K	0.21%	56

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Persium Advisors's VTI Position: Q3 2026 in Review

Persium Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q3 2026, selling an estimated $11.2K and leaving 818 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #61.

Persium Advisors first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $314K in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Persium Advisors held 818 shares of Vanguard Morningstar Total Stock Market ETF worth $306K as of Q3 2026.
Persium Advisors sold 30 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $11.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Persium Advisors's portfolio in Q3 2026, its #61 holding.
Persium Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Persium Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $314K in Q2 2026.
2,356 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.