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

Private 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	$3.75M	Buy	10,121 +5,281	+109%	+$1.89M	0.87%	22
2026 Q1	$1.55M	Sell	4,840 -1,303	-21%	-$437K	0.41%	29
2025 Q4	$2.06M	Buy	6,143 +1,387	+29%	+$461K	0.55%	28
2025 Q3	$1.56M	Sell	4,756 -32	-0.7%	-$10.1K	0.43%	30
2025 Q2	$1.46M	Buy	4,788 +3	+0.1%	+$844	0.48%	29
2025 Q1	$1.32M	Buy	4,785 +49	+1%	+$14.2K	0.49%	29
2024 Q4	$1.37M	Buy	4,736 +3	+0.1%	+$875	0.53%	28
2024 Q3	$1.34M	Buy	4,733 +2	+0%	+$546	0.53%	28
2024 Q2	$1.27M	Buy	4,731 +161	+4%	+$41.7K	0.55%	27
2024 Q1	$1.19M	Sell	4,570 -115	-2%	-$28.5K	0.54%	27
2023 Q4	$1.11M	Buy	+4,685	New	+$1.04M	0.55%	27

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

Private Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 109% in Q2 2026, buying an estimated $1.89M and bringing the position to 10,121 shares worth $3.75M. The position accounts for 0.87% of the portfolio, ranked #22.

Private Wealth Management Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Private Wealth Management Group held 10,121 shares of Vanguard Morningstar Total Stock Market ETF worth $3.75M as of Q2 2026.
Private Wealth Management Group bought 5,281 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.89M.
Vanguard Morningstar Total Stock Market ETF made up 0.87% of Private Wealth Management Group's portfolio in Q2 2026, its #22 holding.
Private Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.