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PYA Waltman Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

PYA Waltman Capital’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 		$1.24M Hold
3,363
– – 0.3% 48
2026
Q1 		$1.08M Hold
3,363
– – 0.3% 48
2025
Q4 		$1.13M Sell
3,363
-368
-10% -$122K 0.3% 48
2025
Q3 		$1.22M Sell
3,731
-350
-9% -$111K 0.33% 48
2025
Q2 		$1.24M Hold
4,081
– – 0.36% 46
2025
Q1 		$1.12M Buy
4,081
+368
+10% +$107K 0.35% 46
2024
Q4 		$1.08M Hold
3,713
– – 0.35% 47
2024
Q3 		$1.05M Hold
3,713
– – 0.34% 48
2024
Q2 		$993K Hold
3,713
– – 0.36% 44
2024
Q1 		$965K Buy
3,713
+1,193
+47% +$295K 0.36% 45
2023
Q4 		$598K Hold
2,520
– – 0.25% 53
2023
Q3 		$535K Hold
2,520
– – 0.23% 53
2023
Q2 		$562K Sell
2,520
-350
-12% -$73K 0.24% 47
2023
Q1 		$586K Buy
2,870
+350
+14% +$70.1K 0.29% 43
2022
Q4 		$482K Hold
2,520
– – 0.25% 40
2022
Q3 		$452K Buy
2,520
+287
+13% +$57.2K 0.27% 33
2022
Q2 		$421K Buy
2,233
+82
+4% +$16.8K 0.23% 30
2022
Q1 		$490K Buy
2,151
+706
+49% +$159K 0.24% 28
2021
Q4 		$349K Buy
+1,445
New +$341K 0.18% 30
2021
Q2 		– Sell
-145
Closed -$30K – 47
2021
Q1 		$30K Hold
145
– – 0.02% 44
2020
Q4 		$28K Buy
145
+56
+63% +$10.2K 0.02% 51
2020
Q3 		$15K Buy
+89
New +$15K 0.01% 44

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

PYA Waltman Capital's VTI Position: Q2 2026 in Review

PYA Waltman Capital held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,363 shares worth $1.24M. The position accounts for 0.3% of the portfolio, ranked #48.

PYA Waltman Capital first reported a position in VTI in Q3 2020 and has held it in 22 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • PYA Waltman Capital held 3,363 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q2 2026.
  • PYA Waltman Capital left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.3% of PYA Waltman Capital's portfolio in Q2 2026, its #48 holding.
  • PYA Waltman Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 22 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.