Philadelphia Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Philadelphia Investment Partners’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	$4.88K	Sell	13 -11	-46%	-$3.93K	﹤0.01%	152
2026 Q1	$7.7K	Buy	+24	New	+$8.05K	0.01%	140

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Philadelphia Investment Partners's VTI Position: Q2 2026 in Review

Philadelphia Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 46% in Q2 2026, selling an estimated $3.93K and leaving 13 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Philadelphia Investment Partners first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.7K in Q1 2026. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Philadelphia Investment Partners held 13 shares of Vanguard Morningstar Total Stock Market ETF worth $4.88K as of Q2 2026.
Philadelphia Investment Partners sold 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Philadelphia Investment Partners's portfolio in Q2 2026, its #152 holding.
Philadelphia Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
Philadelphia Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $7.7K in Q1 2026.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.