PUI
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Purpose Unlimited Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Purpose Unlimited Inc’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 		$7.47M Buy
23,274
+29
+0.1% +$9.73K 0.31% 61
2025
Q4 		$7.79M Buy
+23,245
New +$7.73M 0.36% 54

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 $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Purpose Unlimited Inc's VTI Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q1 2026, buying an estimated $9.73K and bringing the position to 23,274 shares worth $7.47M. The position accounts for 0.31% of the portfolio, ranked #61.

Purpose Unlimited Inc first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.79M in Q4 2025. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Purpose Unlimited Inc held 23,274 shares of Vanguard Morningstar Total Stock Market ETF worth $7.47M as of Q1 2026.
  • Purpose Unlimited Inc bought 29 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $9.73K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.31% of Purpose Unlimited Inc's portfolio in Q1 2026, its #61 holding.
  • Purpose Unlimited Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $7.79M in Q4 2025.
  • 3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.