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Punch & Associates Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Punch & Associates 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
Q1 		– Sell
-448
Closed -$150K – 177
2025
Q4 		$150K Buy
448
+5
+1% +$1.66K 0.01% 145
2025
Q3 		$145K Sell
443
-246
-36% -$77.7K 0.01% 149
2025
Q2 		$209K Buy
689
+277
+67% +$77.9K 0.01% 150
2025
Q1 		$113K Buy
412
+88
+27% +$25.6K 0.01% 150
2024
Q4 		$93.9K Buy
324
+34
+12% +$9.92K 0.01% 154
2024
Q3 		$82.1K Buy
290
+17
+6% +$4.64K ﹤0.01% 157
2024
Q2 		$73K Buy
273
+17
+7% +$4.4K ﹤0.01% 169
2024
Q1 		$66.5K Sell
256
-442
-63% -$109K ﹤0.01% 169
2023
Q4 		$165K Sell
698
-10
-1% -$2.21K 0.01% 212
2023
Q3 		$150K Buy
708
+61
+9% +$13.5K 0.01% 207
2023
Q2 		$143K Buy
647
+227
+54% +$47.3K 0.01% 208
2023
Q1 		$85.7K Buy
420
+234
+126% +$46.8K 0.01% 214
2022
Q4 		$35.5K Sell
186
-35
-16% -$6.75K ﹤0.01% 212
2022
Q3 		$40K Buy
221
+19
+9% +$3.79K ﹤0.01% 211
2022
Q2 		$38K Buy
202
+6
+3% +$1.23K ﹤0.01% 221
2022
Q1 		$45K Sell
196
-29
-13% -$6.52K ﹤0.01% 224
2021
Q4 		$54K Hold
225
– – ﹤0.01% 227
2021
Q3 		$50K Sell
225
-40
-15% -$9.12K ﹤0.01% 226
2021
Q2 		$59K Sell
265
-194
-42% -$42.1K ﹤0.01% 231
2021
Q1 		$95K Buy
459
+37
+9% +$7.49K 0.01% 230
2020
Q4 		$82K Sell
422
-66
-14% -$12.1K 0.01% 223
2020
Q3 		$83K Buy
488
+3
+0.6% +$505 0.01% 223
2020
Q2 		$76K Buy
485
+426
+722% +$62.8K 0.01% 218
2020
Q1 		$8K Buy
+59
New +$9.12K ﹤0.01% 219

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Punch & Associates Investment Management's VTI Position: Q1 2026 in Review

Punch & Associates Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 448 shares — an estimated $150K sold.

Punch & Associates Investment Management first reported a position in VTI in Q1 2020 and held it in 24 quarters. The position peaked at $209K in Q2 2025. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Punch & Associates Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 448 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $150K.
  • Punch & Associates Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and held it in 24 quarters.
  • Punch & Associates Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $209K in Q2 2025.
  • 3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.