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

Prestige Wealth Management 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
2026 Q2	$409K	Buy	1,106 +5	+0.5%	+$1.79K	0.07%	120
2026 Q1	$353K	Buy	1,101 +11	+1%	+$3.69K	0.07%	127
2025 Q4	$366K	Sell	1,090 -42	-4%	-$14K	0.07%	127
2025 Q3	$372K	Buy	1,132 +3	+0.3%	+$948	0.07%	130
2025 Q2	$344K	Hold	1,129	–	–	0.07%	132
2025 Q1	$310K	Buy	1,129 +3	+0.3%	+$872	0.07%	133
2024 Q4	$326K	Buy	1,126 +833	+284%	+$243K	0.07%	133
2024 Q3	$83.3K	Hold	293	–	–	0.02%	209
2024 Q2	$78.8K	Hold	293	–	–	0.02%	193
2024 Q1	$76.2K	Hold	293	–	–	0.02%	224
2023 Q4	$69.6K	Sell	293 -65	-18%	-$14.4K	0.02%	216
2023 Q3	$76.1K	Sell	358 -47	-12%	-$10.4K	0.02%	208
2023 Q2	$89.3K	Hold	405	–	–	0.02%	215
2023 Q1	$82.7K	Hold	405	–	–	0.02%	203
2022 Q4	$77.5K	Buy	405 +30	+8%	+$5.78K	0.02%	215
2022 Q3	$67K	Hold	375	–	–	0.02%	202
2022 Q2	$71K	Hold	375	–	–	0.02%	207
2022 Q1	$85K	Sell	375 -118	-24%	-$26.5K	0.02%	203
2021 Q4	$119K	Hold	493	–	–	0.03%	184
2021 Q3	$109K	Hold	493	–	–	0.03%	182
2021 Q2	$110K	Sell	493 -50	-9%	-$10.9K	0.03%	178
2021 Q1	$112K	Sell	543 -11	-2%	-$2.23K	0.03%	174
2020 Q4	$108K	Hold	554	–	–	0.03%	170
2020 Q3	$94K	Buy	554 +215	+63%	+$36.2K	0.03%	184
2020 Q2	$53K	Hold	339	–	–	0.02%	219
2020 Q1	$44K	Hold	339	–	–	0.02%	187
2019 Q4	$55K	Buy	339 +1	+0.3%	+$157	0.03%	197
2019 Q3	$51K	Hold	338	–	–	0.03%	196
2019 Q2	$51K	Sell	338 -211	-38%	-$31.1K	0.03%	196
2019 Q1	$79K	Sell	549 -30	-5%	-$4.19K	0.05%	161
2018 Q4	$74K	Buy	+579	New	+$79.9K	0.05%	163

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

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

Prestige Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.45% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,106 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #120.

Prestige Wealth Management Group first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Prestige Wealth Management Group held 1,106 shares of Vanguard Morningstar Total Stock Market ETF worth $409K as of Q2 2026.
Prestige Wealth Management Group bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Prestige Wealth Management Group's portfolio in Q2 2026, its #120 holding.
Prestige Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.