Principia Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Principia Wealth Advisory’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	$61.1K	Sell	165 -313	-65%	-$112K	0.03%	127
2026 Q1	$153K	Sell	478 -908	-66%	-$305K	0.09%	80
2025 Q4	$465K	Buy	1,386 +13	+0.9%	+$4.33K	0.29%	47
2025 Q3	$451K	Buy	1,373 +91	+7%	+$28.7K	0.31%	44
2025 Q2	$390K	Sell	1,282 -26	-2%	-$7.31K	0.33%	35
2025 Q1	$351K	Buy	+1,308	New	+$380K	0.34%	30

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

Principia Wealth Advisory's VTI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 65% in Q2 2026, selling an estimated $112K and leaving 165 shares worth $61.1K. The position accounts for 0.03% of the portfolio, ranked #127.

Principia Wealth Advisory first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $465K in Q4 2025. 3,675 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Principia Wealth Advisory held 165 shares of Vanguard Morningstar Total Stock Market ETF worth $61.1K as of Q2 2026.
Principia Wealth Advisory sold 313 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $112K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Principia Wealth Advisory's portfolio in Q2 2026, its #127 holding.
Principia Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Principia Wealth Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $465K in Q4 2025.
3,675 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.