Pinney & Scofield’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pinney & Scofield’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	$64.7K	Sell	175 -12	-6%	-$4.29K	0.03%	103
2026 Q1	$59.9K	Hold	187	–	–	0.03%	102
2025 Q4	$62.6K	Sell	187 -2	-1%	-$665	0.04%	100
2025 Q3	$62K	Buy	189 +111	+142%	+$35.1K	0.04%	92
2025 Q2	$23.6K	Hold	78	–	–	0.02%	135
2025 Q1	$21.4K	Sell	78 -62	-44%	-$18K	0.02%	138
2024 Q4	$2.27M	Buy	+140	New	+$40.8K	1.72%	13

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

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

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

Pinney & Scofield's VTI Position: Q2 2026 in Review

Pinney & Scofield reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, selling an estimated $4.29K and leaving 175 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #103.

Pinney & Scofield first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q4 2024. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pinney & Scofield held 175 shares of Vanguard Morningstar Total Stock Market ETF worth $64.7K as of Q2 2026.
Pinney & Scofield sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Pinney & Scofield's portfolio in Q2 2026, its #103 holding.
Pinney & Scofield first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's Vanguard Morningstar Total Stock Market ETF position peaked at $2.27M in Q4 2024.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.