PVI
VTI icon

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

Pine Valley 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 		$2.45M Buy
6,612
+3,576
+118% +$1.28M 0.1% 194
2026
Q1 		$974K Buy
3,036
+328
+12% +$110K 0.04% 300
2025
Q4 		$908K Buy
2,708
+11
+0.4% +$3.66K 0.04% 285
2025
Q3 		$886K Buy
2,697
+18
+0.7% +$5.69K 0.04% 278
2025
Q2 		$815K Buy
2,679
+501
+23% +$141K 0.05% 285
2025
Q1 		$599K Sell
2,178
-166
-7% -$48.2K 0.04% 314
2024
Q4 		$679K Buy
2,344
+85
+4% +$24.8K 0.04% 299
2024
Q3 		$640K Sell
2,259
-293
-11% -$79.9K 0.04% 289
2024
Q2 		$683K Buy
2,552
+419
+20% +$108K 0.04% 269
2024
Q1 		$554K Buy
2,133
+197
+10% +$48.7K 0.04% 294
2023
Q4 		$459K Sell
1,936
-13
-0.7% -$2.87K 0.03% 319
2023
Q3 		$414K Buy
1,949
+13
+0.7% +$2.88K 0.04% 318
2023
Q2 		$426K Buy
1,936
+649
+50% +$135K 0.04% 278
2023
Q1 		$263K Buy
+1,287
New +$258K 0.04% 234

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pine Valley Investments's VTI Position: Q2 2026 in Review

Pine Valley Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 118% in Q2 2026, buying an estimated $1.28M and bringing the position to 6,612 shares worth $2.45M. The position accounts for 0.1% of the portfolio, ranked #194.

Pine Valley Investments first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 2,346 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pine Valley Investments held 6,612 shares of Vanguard Morningstar Total Stock Market ETF worth $2.45M as of Q2 2026.
  • Pine Valley Investments bought 3,576 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.28M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Pine Valley Investments's portfolio in Q2 2026, its #194 holding.
  • Pine Valley Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.