PKS Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.77M Buy
18,287
+499
+3% +$178K 1.08% 10
2026
Q1
$5.71M Buy
17,788
+697
+4% +$234K 1.33% 9
2025
Q4
$5.73M Buy
17,091
+501
+3% +$167K 1.31% 10
2025
Q3
$5.44M Sell
16,590
-17
-0.1% -$5.37K 1.14% 11
2025
Q2
$5.05M Buy
16,607
+1,515
+10% +$426K 1.25% 9
2025
Q1
$4.15M Buy
15,092
+223
+1% +$64.8K 1.14% 14
2024
Q4
$4.31M Buy
+14,869
New +$4.34M 1.08% 11

Other funds holding VTI

PKS Advisory Services's VTI Position: Q2 2026 in Review

PKS Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, buying an estimated $178K and bringing the position to 18,287 shares worth $6.77M. The position accounts for 1.08% of the portfolio, ranked #10.

PKS Advisory Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • PKS Advisory Services held 18,287 shares of Vanguard Morningstar Total Stock Market ETF worth $6.77M as of Q2 2026.
  • PKS Advisory Services bought 499 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.08% of PKS Advisory Services's portfolio in Q2 2026, its #10 holding.
  • PKS Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.