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Professional Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Professional Financial Advisors’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 		$13.1M Sell
35,269
-3,784
-10% -$1.35M 2.26% 6
2026
Q1 		$12.5M Buy
39,053
+8,367
+27% +$2.81M 2.55% 5
2025
Q4 		$10.3M Sell
30,686
-126
-0.4% -$41.9K 2.1% 7
2025
Q3 		$10.1M Buy
30,812
+14,156
+85% +$4.47M 2.13% 6
2025
Q2 		$5.06M Sell
16,656
-16,252
-49% -$4.57M 1.17% 15
2025
Q1 		$9.04M Sell
32,908
-1,133
-3% -$329K 2.3% 6
2024
Q4 		$9.87M Sell
34,041
-616
-2% -$180K 2.53% 6
2024
Q3 		$9.81M Sell
34,657
-373
-1% -$102K 2.54% 5
2024
Q2 		$9.37M Buy
35,030
+182
+0.5% +$47.1K 2.59% 6
2024
Q1 		$9.06M Buy
34,848
+23,003
+194% +$5.69M 2.59% 6
2023
Q4 		$2.81M Buy
11,845
+415
+4% +$91.7K 0.93% 20
2023
Q3 		$2.43M Buy
11,430
+5,841
+105% +$1.29M 1.1% 19
2023
Q2 		$1.23M Sell
5,589
-30,490
-85% -$6.36M 0.64% 31
2023
Q1 		$8.21M Buy
36,079
+31,087
+623% +$6.22M 4.85% 3
2022
Q4 		$954K Buy
4,992
+12
+0.2% +$2.31K 0.65% 33
2022
Q3 		$894K Sell
4,980
-20
-0.4% -$3.99K 0.55% 34
2022
Q2 		$943K Sell
5,000
-31,079
-86% -$6.39M 0.53% 38
2022
Q1 		$8.21M Sell
36,079
-26,122
-42% -$5.87M 3.55% 4
2021
Q4 		$15M Sell
62,201
-833
-1% -$197K 6.49% 2
2021
Q3 		$14M Buy
63,034
+739
+1% +$169K 8.02% 3
2021
Q2 		$13.9M Buy
62,295
+496
+0.8% +$108K 7.64% 4
2021
Q1 		$12.8M Buy
61,799
+21,476
+53% +$4.35M 7.93% 3
2020
Q4 		$7.85M Buy
40,323
+787
+2% +$144K 6.19% 3
2020
Q3 		$6.6M Sell
39,536
-130
-0.3% -$21.9K 6.16% 3
2020
Q2 		$6.21M Buy
39,666
+38,216
+2,636% +$5.64M 8.15% 2
2020
Q1 		$211K Sell
1,450
-357
-20% -$55.2K 0.38% 49
2019
Q4 		$296K Buy
+1,807
New +$283K 0.28% 68

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Professional Financial Advisors's VTI Position: Q2 2026 in Review

Professional Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.7% in Q2 2026, selling an estimated $1.35M and leaving 35,269 shares worth $13.1M. The position accounts for 2.26% of the portfolio, ranked #6.

Professional Financial Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $15M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Professional Financial Advisors held 35,269 shares of Vanguard Morningstar Total Stock Market ETF worth $13.1M as of Q2 2026.
  • Professional Financial Advisors sold 3,784 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.35M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.26% of Professional Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Professional Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Professional Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $15M in Q4 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.