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

Private 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	$368K	Sell	994 -69	-6%	-$24.7K	0.01%	259
2026 Q1	$341K	Hold	1,063	–	–	0.01%	260
2025 Q4	$356K	Buy	1,063 +137	+15%	+$45.6K	0.01%	252
2025 Q3	$304K	Sell	926 -18	-2%	-$5.69K	0.01%	249
2025 Q2	$287K	Sell	944 -12	-1%	-$3.38K	0.01%	242
2025 Q1	$263K	Sell	956 -14	-1%	-$4.07K	0.01%	191
2024 Q4	$281K	Buy	970 +37	+4%	+$10.8K	0.01%	188
2024 Q3	$264K	Sell	933 -22	-2%	-$6K	0.01%	187
2024 Q2	$255K	Buy	955 +25	+3%	+$6.47K	0.01%	188
2024 Q1	$242K	Sell	930 -91	-9%	-$22.5K	0.01%	187
2023 Q4	$242K	Hold	1,021	–	–	0.01%	187
2023 Q3	$217K	Buy	1,021 +86	+9%	+$19K	0.01%	178
2023 Q2	$206K	Buy	+935	New	+$195K	0.01%	181
2021 Q4	–	Sell	-1,330	Closed	-$295K	–	162
2021 Q3	$295K	Sell	1,330 -367	-22%	-$83.7K	0.01%	136
2021 Q2	$378K	Buy	+1,697	New	+$368K	0.02%	122

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

Private Management Group's VTI Position: Q2 2026 in Review

Private Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q2 2026, selling an estimated $24.7K and leaving 994 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #259.

Private Management Group first reported a position in VTI in Q2 2021 and has held it in 15 quarters since. The position peaked at $378K in Q2 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Private Management Group held 994 shares of Vanguard Morningstar Total Stock Market ETF worth $368K as of Q2 2026.
Private Management Group sold 69 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #259 holding.
Private Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 15 quarters since.
Private Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $378K in Q2 2021.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.