PIM
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Pullen Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pullen Investment Management’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 		$10.9M Buy
29,388
+213
+0.7% +$76.2K 5.03% 2
2026
Q1 		$9.36M Buy
29,175
+47
+0.2% +$15.8K 4.7% 2
2025
Q4 		$9.77M Buy
29,128
+2,131
+8% +$709K 5.14% 2
2025
Q3 		$8.86M Buy
26,997
+46
+0.2% +$14.5K 4.8% 2
2025
Q2 		$8.19M Buy
26,951
+1,797
+7% +$505K 4.93% 2
2025
Q1 		$6.91M Buy
25,154
+1,812
+8% +$526K 4.37% 2
2024
Q4 		$6.76M Buy
23,342
+1,517
+7% +$443K 4.4% 2
2024
Q3 		$6.18M Sell
21,825
-191
-0.9% -$52.1K 4.52% 2
2024
Q2 		$5.89M Buy
22,016
+794
+4% +$206K 4.88% 2
2024
Q1 		$5.52M Buy
+21,222
New +$5.25M 4.66% 2

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

Pullen Investment Management's VTI Position: Q2 2026 in Review

Pullen Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, buying an estimated $76.2K and bringing the position to 29,388 shares worth $10.9M. The position accounts for 5.03% of the portfolio, ranked #2.

Pullen Investment Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pullen Investment Management held 29,388 shares of Vanguard Morningstar Total Stock Market ETF worth $10.9M as of Q2 2026.
  • Pullen Investment Management bought 213 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $76.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 5.03% of Pullen Investment Management's portfolio in Q2 2026, its #2 holding.
  • Pullen Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.