PMA
VTI icon

Prudent Man Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prudent Man 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 		$43.3M Sell
117,125
-7,524
-6% -$2.69M 9.91% 1
2026
Q1 		$40M Sell
124,649
-9,076
-7% -$3.05M 11.98% 1
2025
Q4 		$44.8M Buy
133,725
+2,350
+2% +$782K 16.32% 1
2025
Q3 		$43.1M Sell
131,375
-5,450
-4% -$1.72M 15.88% 1
2025
Q2 		$41.6M Sell
136,825
-31,017
-18% -$8.72M 13.21% 1
2025
Q1 		$46.1M Buy
167,842
+1,912
+1% +$555K 16.75% 1
2024
Q4 		$48.1M Sell
165,930
-4,628
-3% -$1.35M 17.47% 1
2024
Q3 		$48.3M Buy
170,558
+2,434
+1% +$664K 16.11% 1
2024
Q2 		$45M Sell
168,124
-7,397
-4% -$1.91M 15.9% 1
2024
Q1 		$45.6M Sell
175,521
-7,644
-4% -$1.89M 17.11% 1
2023
Q4 		$43.5M Sell
183,165
-6,861
-4% -$1.52M 16.21% 1
2023
Q3 		$40.4M Sell
190,026
-4,837
-2% -$1.07M 16.01% 1
2023
Q2 		$42.9M Sell
194,863
-2,386
-1% -$498K 16.14% 1
2023
Q1 		$40.3M Buy
197,249
+2,868
+1% +$574K 15.74% 1
2022
Q4 		$37.2M Sell
194,381
-35,835
-16% -$6.91M 15.02% 1
2022
Q3 		$41.3M Sell
230,216
-3,578
-2% -$713K 19.56% 1
2022
Q2 		$44.1M Buy
233,794
+25,731
+12% +$5.29M 20.57% 1
2022
Q1 		$47.4M Buy
208,063
+1,050
+0.5% +$236K 19.2% 1
2021
Q4 		$50M Sell
207,013
-10,947
-5% -$2.58M 19.02% 1
2021
Q3 		$48.4M Sell
217,960
-725
-0.3% -$165K 18.31% 1
2021
Q2 		$48.7M Buy
218,685
+1,639
+0.8% +$356K 18.81% 1
2021
Q1 		$44.9M Sell
217,046
-30,502
-12% -$6.17M 18.85% 1
2020
Q4 		$48.2M Buy
247,548
+4,958
+2% +$906K 20.19% 1
2020
Q3 		$41.3M Buy
+242,590
New +$40.8M 21.91% 1

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

Prudent Man Advisors's VTI Position: Q2 2026 in Review

Prudent Man Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, selling an estimated $2.69M and leaving 117,125 shares worth $43.3M. The position accounts for 9.91% of the portfolio, ranked #1.

Prudent Man Advisors first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. The position peaked at $50M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Prudent Man Advisors held 117,125 shares of Vanguard Morningstar Total Stock Market ETF worth $43.3M as of Q2 2026.
  • Prudent Man Advisors sold 7,524 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.69M.
  • Vanguard Morningstar Total Stock Market ETF made up 9.91% of Prudent Man Advisors's portfolio in Q2 2026, its #1 holding.
  • Prudent Man Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $50M in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.