PIA
VTI icon

Pinion Investment Advisors’s Vanguard Morningstar 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
Q2 		$3.48M Sell
9,413
-341
-3% -$122K 0.66% 32
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 $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

Pinion Investment Advisors's VTI Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, selling an estimated $122K and leaving 9,413 shares worth $3.48M. The position accounts for 0.66% of the portfolio, ranked #32.

Pinion Investment Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.07M in Q1 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pinion Investment Advisors held 9,413 shares of Vanguard Morningstar Total Stock Market ETF worth $3.48M as of Q2 2026.
  • Pinion Investment Advisors sold 341 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Pinion Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Pinion Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Pinion Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $6.07M in Q1 2025.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.