PBF
VTI icon

Petix & Botte Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Petix & Botte Financial’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 		$10.1M Buy
27,215
+14,137
+108% +$5.05M 2.03% 18
2026
Q1 		$8.45M Sell
13,078
-12,340
-49% -$4.14M 1.88% 20
2025
Q4 		$8.52M Buy
25,418
+441
+2% +$147K 1.93% 20
2025
Q3 		$8.2M Sell
24,977
-920
-4% -$291K 1.89% 21
2025
Q2 		$7.87M Sell
25,897
-266
-1% -$74.8K 1.93% 19
2025
Q1 		$7.19M Sell
26,163
-2,678
-9% -$778K 1.89% 18
2024
Q4 		$8.36M Sell
28,841
-3,256
-10% -$950K 2.2% 13
2024
Q3 		$9.09M Buy
32,097
+1,226
+4% +$334K 2.42% 12
2024
Q2 		$8.26M Buy
30,871
+13,994
+83% +$3.62M 2.34% 14
2024
Q1 		$4.39M Sell
16,877
-17,243
-51% -$4.27M 1.09% 29
2023
Q4 		$8.09M Sell
34,120
-1,285
-4% -$284K 2.38% 13
2023
Q3 		$7.52M Sell
35,405
-58
-0.2% -$12.8K 2.37% 13
2023
Q2 		$7.81M Buy
35,463
+17,373
+96% +$3.62M 2.42% 13
2023
Q1 		$3.69M Buy
+18,090
New +$3.62M 2.49% 13
2022
Q3 		$3.42M Sell
19,054
-71
-0.4% -$14.2K 2.6% 13
2022
Q2 		$3.61M Sell
19,125
-21,758
-53% -$4.47M 2.66% 11
2022
Q1 		$9.31M Buy
40,883
+20,775
+103% +$4.67M 2.87% 12
2021
Q4 		$4.86M Sell
20,108
-23,513
-54% -$5.55M 3.09% 12
2021
Q3 		$9.68M Buy
43,621
+20,877
+92% +$4.76M 3.28% 12
2021
Q2 		$5.07M Sell
22,744
-585
-3% -$127K 3.53% 10
2021
Q1 		$4.82M Sell
23,329
-1,032
-4% -$209K 3.56% 11
2020
Q4 		$4.74M Sell
24,361
-3,758
-13% -$687K 3.55% 11
2020
Q3 		$4.79M Sell
28,119
-31,572
-53% -$5.31M 3.82% 8
2020
Q2 		$4.75M Buy
59,691
+28,536
+92% +$4.21M 3.92% 7
2020
Q1 		$4.02M Sell
31,155
-2,267
-7% -$351K 3.91% 7
2019
Q4 		$5.47M Buy
+33,422
New +$5.24M 4.3% 6

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

Petix & Botte Financial's VTI Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 108% in Q2 2026, buying an estimated $5.05M and bringing the position to 27,215 shares worth $10.1M. The position accounts for 2.03% of the portfolio, ranked #18.

Petix & Botte Financial first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Petix & Botte Financial held 27,215 shares of Vanguard Morningstar Total Stock Market ETF worth $10.1M as of Q2 2026.
  • Petix & Botte Financial bought 14,137 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.05M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.03% of Petix & Botte Financial's portfolio in Q2 2026, its #18 holding.
  • Petix & Botte Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.