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

Petra Financial 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
Q2 		$895K Buy
2,419
+4
+0.2% +$1.43K 0.42% 63
2026
Q1 		$775K Buy
2,415
+5
+0.2% +$1.68K 0.48% 56
2025
Q4 		$808K Sell
2,410
-43
-2% -$14.3K 0.47% 56
2025
Q3 		$805K Buy
2,453
+4
+0.2% +$1.26K 0.47% 60
2025
Q2 		$744K Buy
2,449
+51
+2% +$14.3K 0.47% 56
2025
Q1 		$659K Buy
2,398
+123
+5% +$35.7K 0.54% 42
2024
Q4 		$659K Buy
2,275
+1
+0% +$292 0.45% 59
2024
Q3 		$644K Hold
2,274
– – 0.42% 64
2024
Q2 		$608K Hold
2,274
– – 0.44% 68
2024
Q1 		$591K Hold
2,274
– – 0.43% 68
2023
Q4 		$539K Hold
2,274
– – 0.45% 66
2023
Q3 		$483K Hold
2,274
– – 0.4% 70
2023
Q2 		$501K Sell
2,274
-5,974
-72% -$1.25M 0.45% 67
2023
Q1 		$1.14M Buy
8,248
+5,953
+259% +$1.19M 1.13% 23
2022
Q4 		$439K Buy
+2,295
New +$442K 0.48% 55

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Petra Financial Advisors's VTI Position: Q2 2026 in Review

Petra Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,419 shares worth $895K. The position accounts for 0.42% of the portfolio, ranked #63.

Petra Financial Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2023. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Petra Financial Advisors held 2,419 shares of Vanguard Morningstar Total Stock Market ETF worth $895K as of Q2 2026.
  • Petra Financial Advisors bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.42% of Petra Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Petra Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Petra Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.14M in Q1 2023.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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