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

Pinnacle Family 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 Q4	–	Sell	-990	Closed	-$325K	–	150
2025 Q3	$325K	Sell	990 -10	-1%	-$3.16K	0.14%	97
2025 Q2	$303K	Hold	1,000	–	–	0.15%	96
2025 Q1	$275K	Sell	1,000 -125	-11%	-$36.3K	0.15%	93
2024 Q4	$326K	Hold	1,125	–	–	0.16%	89
2024 Q3	$318K	Sell	1,125 -11	-1%	-$3K	0.17%	97
2024 Q2	$304K	Buy	1,136 +11	+1%	+$2.85K	0.17%	90
2024 Q1	$292K	Hold	1,125	–	–	0.16%	78
2023 Q4	$267K	Hold	1,125	–	–	0.16%	80
2023 Q3	$239K	Hold	1,125	–	–	0.14%	78
2023 Q2	$248K	Sell	1,125 -779	-41%	-$162K	0.13%	86
2023 Q1	$389K	Hold	1,904	–	–	0.24%	73
2022 Q4	$364K	Hold	1,904	–	–	0.26%	64
2022 Q3	$342K	Sell	1,904 -3,372	-64%	-$672K	0.3%	58
2022 Q2	$995K	Hold	5,276	–	–	0.81%	26
2022 Q1	$1.2M	Sell	5,276 -142	-3%	-$31.9K	0.64%	24
2021 Q4	$1.31M	Buy	+5,418	New	+$1.28M	0.59%	30

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Pinnacle Family Advisors's VTI Position: Q4 2025 in Review

Pinnacle Family Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 990 shares — an estimated $325K sold.

Pinnacle Family Advisors first reported a position in VTI in Q4 2021 and held it in 16 quarters. The position peaked at $1.31M in Q4 2021. 3,585 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Pinnacle Family Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Family Advisors sold 990 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $325K.
Pinnacle Family Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 16 quarters.
Pinnacle Family Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.31M in Q4 2021.
3,585 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Pinnacle Family Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.