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PFC Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

PFC Capital Group’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 		$435K Hold
1,177
– – 0.17% 62
2026
Q1 		$377K Sell
1,177
-34
-3% -$11.4K 0.17% 70
2025
Q4 		$406K Sell
1,211
-644
-35% -$214K 0.17% 69
2025
Q3 		$608K Sell
1,855
-446
-19% -$141K 0.26% 63
2025
Q2 		$699K Buy
2,301
+408
+22% +$115K 0.32% 57
2025
Q1 		$520K Buy
+1,893
New +$550K 0.26% 64
2024
Q4 		– Sell
-700
Closed -$198K – 70
2024
Q3 		$198K Hold
700
– – 0.1% 68
2024
Q2 		$187K Hold
700
– – 0.09% 65
2024
Q1 		$181K Sell
700
-50
-7% -$12.4K 0.1% 67
2023
Q4 		$177K Buy
+750
New +$166K 0.11% 64

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

PFC Capital Group's VTI Position: Q2 2026 in Review

PFC Capital Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,177 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #62.

PFC Capital Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $699K in Q2 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • PFC Capital Group held 1,177 shares of Vanguard Morningstar Total Stock Market ETF worth $435K as of Q2 2026.
  • PFC Capital Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of PFC Capital Group's portfolio in Q2 2026, its #62 holding.
  • PFC Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • PFC Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $699K in Q2 2025.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.