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Piedmont Capital Management (Montana)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Piedmont Capital Management (Montana)’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 		$3.93M Buy
10,618
+348
+3% +$124K 1.98% 12
2026
Q1 		$3.34M Buy
10,270
+99
+1% +$33.2K 1.7% 12
2025
Q4 		$3.41M Buy
10,171
+107
+1% +$35.6K 1.74% 11
2025
Q3 		$3.31M Sell
10,064
-29
-0.3% -$9.16K 1.74% 11
2025
Q2 		$3.07M Sell
10,093
-6
-0.1% -$1.69K 1.77% 11
2025
Q1 		$2.46M Sell
10,099
-30
-0.3% -$8.72K 1.77% 10
2024
Q4 		$2.93M Buy
10,129
+246
+2% +$71.8K 1.77% 10
2024
Q3 		$2.85M Sell
9,883
-292
-3% -$79.6K 1.72% 10
2024
Q2 		$2.62M Hold
10,175
– – 1.78% 12
2024
Q1 		$2.62M Buy
10,175
+76
+0.8% +$18.8K 1.78% 12
2023
Q4 		$2.4M Buy
10,099
+483
+5% +$107K 1.75% 12
2023
Q3 		$2.04M Hold
9,616
– – 1.63% 14
2023
Q2 		$2.12M Buy
9,616
+28
+0.3% +$5.84K 1.61% 13
2023
Q1 		$1.95M Buy
9,588
+2
+0% +$400 1.56% 14
2022
Q4 		$1.84M Sell
9,586
-274
-3% -$52.8K 1.54% 12
2022
Q3 		$1.79M Buy
9,860
+420
+4% +$83.7K 1.61% 10
2022
Q2 		$1.78M Buy
9,440
+345
+4% +$70.9K 1.83% 10
2022
Q1 		$2.09M Buy
9,095
+1,519
+20% +$342K 1.57% 12
2021
Q4 		$1.83M Buy
7,576
+440
+6% +$104K 1.44% 13
2021
Q3 		$1.63M Buy
7,136
+460
+7% +$105K 1.3% 15
2021
Q2 		$1.49M Buy
6,676
+642
+11% +$139K 1.24% 13
2021
Q1 		$1.24M Buy
6,034
+430
+8% +$87K 1.16% 15
2020
Q4 		$1.09M Buy
+5,604
New +$1.02M 1.11% 15

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

Piedmont Capital Management (Montana)'s VTI Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q2 2026, buying an estimated $124K and bringing the position to 10,618 shares worth $3.93M. The position accounts for 1.98% of the portfolio, ranked #12.

Piedmont Capital Management (Montana) first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Piedmont Capital Management (Montana) held 10,618 shares of Vanguard Morningstar Total Stock Market ETF worth $3.93M as of Q2 2026.
  • Piedmont Capital Management (Montana) bought 348 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.98% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #12 holding.
  • Piedmont Capital Management (Montana) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.