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Prairie Sky Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prairie Sky Financial Group’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
Q2 		$12.5M Sell
41,188
-400
-1% -$113K 6.88% 5
2025
Q1 		$11.4M Buy
41,588
+678
+2% +$197K 6.79% 5
2024
Q4 		$11.9M Sell
40,910
-3,962
-9% -$1.16M 7.27% 3
2024
Q3 		$12.7M Buy
44,872
+380
+0.9% +$104K 7.22% 4
2024
Q2 		$11.9M Sell
44,492
-899
-2% -$233K 7.39% 4
2024
Q1 		$11.8M Buy
45,391
+145
+0.3% +$35.9K 7.08% 4
2023
Q4 		$10.7M Sell
45,246
-5,791
-11% -$1.28M 7% 4
2023
Q3 		$10.8M Sell
51,037
-46,153
-47% -$10.2M 7.63% 3
2023
Q2 		$21.4M Buy
+97,190
New +$20.3M 14.55% 2

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prairie Sky Financial Group's VTI Position: Q2 2025 in Review

Prairie Sky Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.96% in Q2 2025, selling an estimated $113K and leaving 41,188 shares worth $12.5M. The position accounts for 6.88% of the portfolio, ranked #5.

Prairie Sky Financial Group first reported a position in VTI in Q2 2023 and has held it in 9 quarters since. The position peaked at $21.4M in Q2 2023. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Prairie Sky Financial Group held 41,188 shares of Vanguard Morningstar Total Stock Market ETF worth $12.5M as of Q2 2025.
  • Prairie Sky Financial Group sold 400 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $113K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.88% of Prairie Sky Financial Group's portfolio in Q2 2025, its #5 holding.
  • Prairie Sky Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 9 quarters since.
  • Prairie Sky Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $21.4M in Q2 2023.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.