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Pineridge Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pineridge Advisors’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
2025
Q3 		$58.2K Sell
177
-2
-1% -$632 0.02% 96
2025
Q2 		$54.3K Sell
179
-355
-66% -$99.8K 0.02% 103
2025
Q1 		$147K Sell
534
-703
-57% -$204K 0.06% 55
2024
Q4 		$358K Sell
1,237
-65
-5% -$19K 0.14% 35
2024
Q3 		$369K Sell
1,302
-780
-37% -$213K 0.14% 46
2024
Q2 		$557K Buy
2,082
+1,899
+1,038% +$492K 0.19% 37
2024
Q1 		$47.6K Hold
183
– – 0.02% 138
2023
Q4 		$43.4K Buy
+183
New +$40.5K 0.01% 177

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Pineridge Advisors's VTI Position: Q3 2025 in Review

Pineridge Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q3 2025, selling an estimated $632 and leaving 177 shares worth $58.2K. The position accounts for 0.02% of the portfolio, ranked #96.

Pineridge Advisors first reported a position in VTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $557K in Q2 2024. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Pineridge Advisors held 177 shares of Vanguard Morningstar Total Stock Market ETF worth $58.2K as of Q3 2025.
  • Pineridge Advisors sold 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $632.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #96 holding.
  • Pineridge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $557K in Q2 2024.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.