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Pinion Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Pinion Investment 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
2026
Q1 		$3.13M Buy
9,754
+321
+3% +$108K 0.73% 34
2025
Q4 		$3.16M Sell
9,433
-2
-0% -$665 0.77% 30
2025
Q3 		$3.15M Sell
9,435
-225
-2% -$71.1K 0.86% 27
2025
Q2 		$2.94M Sell
9,660
-12,436
-56% -$3.5M 1.01% 20
2025
Q1 		$6.07M Buy
22,096
+10,813
+96% +$3.14M 1.34% 13
2024
Q4 		$3.27M Sell
11,283
-154
-1% -$44.9K 1.3% 14
2024
Q3 		$3.24M Sell
11,437
-1,357
-11% -$370K 1.36% 13
2024
Q2 		$3.42M Sell
12,794
-442
-3% -$114K 1.7% 10
2024
Q1 		$3.44M Sell
13,236
-116
-0.9% -$28.7K 1.79% 9
2023
Q4 		$3.17M Sell
13,352
-40
-0.3% -$8.84K 1.91% 9
2023
Q3 		$2.84M Sell
13,392
-90
-0.7% -$19.9K 1.85% 10
2023
Q2 		$2.97M Buy
13,482
+589
+5% +$123K 2.01% 9
2023
Q1 		$2.63M Sell
12,893
-4,551
-26% -$911K 2.47% 7
2022
Q4 		$3.33M Buy
+17,444
New +$3.36M 3.15% 5

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinion Investment Advisors's VTI Position: Q1 2026 in Review

Pinion Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 3.4% in Q1 2026, buying an estimated $108K and bringing the position to 9,754 shares worth $3.13M. The position accounts for 0.73% of the portfolio, ranked #34.

Pinion Investment Advisors first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.07M in Q1 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Pinion Investment Advisors held 9,754 shares of Vanguard Total Stock Market ETF worth $3.13M as of Q1 2026.
  • Pinion Investment Advisors bought 321 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $108K.
  • Vanguard Total Stock Market ETF made up 0.73% of Pinion Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Pinion Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Pinion Investment Advisors's Vanguard Total Stock Market ETF position peaked at $6.07M in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.