Private Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Private Advisory 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 Q1	$3.45M	Buy	10,759 +3,311	+44%	+$1.11M	0.23%	96
2025 Q4	$2.5M	Buy	7,448 +325	+5%	+$108K	0.2%	86
2025 Q3	$2.34M	Buy	7,123 +1,418	+25%	+$448K	0.19%	89
2025 Q2	$1.73M	Buy	+5,705	New	+$1.6M	0.16%	87
2024 Q2	–	Sell	-1,184	Closed	-$308K	–	212
2024 Q1	$308K	Buy	+1,184	New	+$293K	0.04%	157
2022 Q4	–	Sell	-12,073	Closed	-$2.17M	–	223
2022 Q3	$2.17M	Buy	12,073 +10,356	+603%	+$2.06M	0.5%	56
2022 Q2	$324K	Sell	1,717 -130	-7%	-$26.7K	0.07%	124
2022 Q1	$421K	Buy	1,847 +150	+9%	+$33.7K	0.08%	114
2021 Q4	$410K	Buy	+1,697	New	+$401K	0.08%	106

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Advisory Group's VTI Position: Q1 2026 in Review

Private Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 44% in Q1 2026, buying an estimated $1.11M and bringing the position to 10,759 shares worth $3.45M. The position accounts for 0.23% of the portfolio, ranked #96.

Private Advisory Group first reported a position in VTI in Q4 2021 and has held it in 9 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Private Advisory Group held 10,759 shares of Vanguard Morningstar Total Stock Market ETF worth $3.45M as of Q1 2026.
Private Advisory Group bought 3,311 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.11M.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Private Advisory Group's portfolio in Q1 2026, its #96 holding.
Private Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 9 quarters since.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.