PI
VTI icon

PFG Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

PFG Investments’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 		$12.5M Buy
33,851
+1,748
+5% +$625K 0.49% 35
2026
Q1 		$10.3M Sell
32,103
-3,519
-10% -$1.18M 0.48% 36
2025
Q4 		$11.9M Buy
35,622
+263
+0.7% +$87.5K 0.56% 29
2025
Q3 		$11.6M Sell
35,359
-827
-2% -$261K 0.6% 25
2025
Q2 		$11M Buy
36,186
+2,177
+6% +$612K 0.64% 20
2025
Q1 		$9.35M Sell
34,009
-2,033
-6% -$591K 0.6% 27
2024
Q4 		$10.4M Buy
36,042
+8,191
+29% +$2.39M 0.65% 17
2024
Q3 		$7.89M Buy
27,851
+3,448
+14% +$940K 0.51% 32
2024
Q2 		$6.53M Sell
24,403
-3,619
-13% -$937K 0.47% 35
2024
Q1 		$7.28M Buy
28,022
+12,125
+76% +$3M 0.44% 38
2023
Q4 		$3.77M Sell
15,897
-51
-0.3% -$11.3K 0.7% 20
2023
Q3 		$3.39M Sell
15,948
-974
-6% -$216K 0.64% 25
2023
Q2 		$3.73M Buy
16,922
+4,396
+35% +$917K 0.66% 25
2023
Q1 		$2.56M Buy
+12,526
New +$2.51M 0.52% 32

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

PFG Investments's VTI Position: Q2 2026 in Review

PFG Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, buying an estimated $625K and bringing the position to 33,851 shares worth $12.5M. The position accounts for 0.49% of the portfolio, ranked #35.

PFG Investments first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • PFG Investments held 33,851 shares of Vanguard Morningstar Total Stock Market ETF worth $12.5M as of Q2 2026.
  • PFG Investments bought 1,748 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $625K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.49% of PFG Investments's portfolio in Q2 2026, its #35 holding.
  • PFG Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.