PTP
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Platform Technology Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Platform Technology Partners’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 		$883K Sell
2,385
-4
-0.2% -$1.43K 0.14% 131
2026
Q1 		$766K Buy
2,389
+246
+11% +$82.5K 0.15% 127
2025
Q4 		$718K Buy
2,143
+268
+14% +$89.2K 0.15% 125
2025
Q3 		$615K Sell
1,875
-12
-0.6% -$3.79K 0.15% 129
2025
Q2 		$573K Sell
1,887
-116
-6% -$32.6K 0.15% 139
2025
Q1 		$551K Sell
2,003
-274
-12% -$79.6K 0.16% 126
2024
Q4 		$660K Buy
2,277
+10
+0.4% +$2.92K 0.2% 105
2024
Q3 		$642K Buy
2,267
+234
+12% +$63.8K 0.2% 107
2024
Q2 		$544K Buy
+2,033
New +$526K 0.19% 111
2023
Q4 		$422K Buy
1,695
+13
+0.8% +$2.87K 0.16% 125
2023
Q3 		$357K Sell
1,682
-67
-4% -$14.8K 0.17% 129
2023
Q2 		$386K Buy
1,749
+26
+2% +$5.42K 0.18% 121
2023
Q1 		$352K Sell
1,723
-1,027
-37% -$206K 0.17% 133
2022
Q4 		$526K Buy
2,750
+4
+0.1% +$771 0.27% 95
2022
Q3 		$493K Buy
2,746
+263
+11% +$52.4K 0.28% 96
2022
Q2 		$468K Hold
2,483
– – 0.26% 102
2022
Q1 		$565K Sell
2,483
-169
-6% -$38K 0.27% 99
2021
Q4 		$640K Buy
2,652
+3
+0.1% +$708 0.28% 93
2021
Q3 		$588K Sell
2,649
-39
-1% -$8.89K 0.27% 102
2021
Q2 		$599K Buy
+2,688
New +$583K 0.25% 109
2020
Q4 		$438K Buy
2,248
+2
+0.1% +$366 0.21% 120
2020
Q3 		$383K Sell
2,246
-454
-17% -$76.4K 0.23% 111
2020
Q2 		$423K Buy
+2,700
New +$398K 0.3% 95

Other funds holding VTI

Rakuten Investment Management
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
WealthNavi Inc
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

Platform Technology Partners's VTI Position: Q2 2026 in Review

Platform Technology Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, selling an estimated $1.43K and leaving 2,385 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #131.

Platform Technology Partners first reported a position in VTI in Q2 2020 and has held it in 23 quarters since. 3,698 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Platform Technology Partners held 2,385 shares of Vanguard Morningstar Total Stock Market ETF worth $883K as of Q2 2026.
  • Platform Technology Partners sold 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Platform Technology Partners's portfolio in Q2 2026, its #131 holding.
  • Platform Technology Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 23 quarters since.
  • 3,698 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.