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Pitti Group Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pitti Group Wealth Management’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 		$9.68M Buy
26,148
+1,261
+5% +$451K 7.05% 4
2026
Q1 		$7.98M Buy
24,887
+634
+3% +$213K 6.48% 4
2025
Q4 		$8.13M Buy
24,253
+138
+0.6% +$45.9K 6.69% 4
2025
Q3 		$7.91M Sell
24,115
-560
-2% -$177K 6.74% 3
2025
Q2 		$7.5M Buy
24,675
+135
+0.6% +$38K 6.47% 3
2025
Q1 		$6.74M Buy
24,540
+728
+3% +$212K 6.92% 3
2024
Q4 		$6.9M Buy
23,812
+409
+2% +$119K 6.99% 2
2024
Q3 		$5.55M Hold
23,403
– – 6.04% 4
2024
Q2 		$5.55M Buy
23,403
+369
+2% +$95.5K 6.04% 4
2024
Q1 		$5.91M Sell
23,034
-369
-2% -$91.3K 6.61% 3
2023
Q4 		$5.55M Sell
23,403
-2,493
-10% -$551K 6.04% 4
2023
Q3 		$5.5M Sell
25,896
-4,265
-14% -$944K 6.29% 4
2023
Q2 		$6.64M Buy
30,161
+26
+0.1% +$5.42K 7.44% 4
2023
Q1 		$6.15M Buy
30,135
+140
+0.5% +$28K 6.87% 3
2022
Q4 		$5.73M Buy
29,995
+1,187
+4% +$229K 6.84% 3
2022
Q3 		$5.17M Buy
28,808
+562
+2% +$112K 7.13% 3
2022
Q2 		$5.33M Buy
28,246
+475
+2% +$97.6K 7.27% 3
2022
Q1 		$6.32M Buy
27,771
+3,888
+16% +$874K 7.37% 3
2021
Q4 		$5.77M Buy
+23,883
New +$5.64M 6.43% 3

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

Pitti Group Wealth Management's VTI Position: Q2 2026 in Review

Pitti Group Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.1% in Q2 2026, buying an estimated $451K and bringing the position to 26,148 shares worth $9.68M. The position accounts for 7.05% of the portfolio, ranked #4.

Pitti Group Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pitti Group Wealth Management held 26,148 shares of Vanguard Morningstar Total Stock Market ETF worth $9.68M as of Q2 2026.
  • Pitti Group Wealth Management bought 1,261 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $451K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.05% of Pitti Group Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Pitti Group Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.