Vanguard Personalized Indexing Management
VTI icon

Vanguard Personalized Indexing Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vanguard Personalized Indexing 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 		$2.89M Buy
7,821
+657
+9% +$235K 0.02% 515
2026
Q1 		$2.3M Sell
7,164
-11
-0.2% -$3.69K 0.02% 552
2025
Q4 		$2.41M Sell
7,175
-157
-2% -$52.2K 0.02% 533
2025
Q3 		$2.41M Buy
7,332
+622
+9% +$196K 0.02% 524
2025
Q2 		$2.04M Sell
6,710
-33
-0.5% -$9.28K 0.02% 559
2025
Q1 		$1.85M Sell
6,743
-319
-5% -$92.7K 0.03% 516
2024
Q4 		$2.05M Buy
7,062
+8
+0.1% +$2.33K 0.03% 471
2024
Q3 		$2M Hold
7,054
– – 0.03% 476
2024
Q2 		$1.89M Sell
7,054
-1,450
-17% -$375K 0.04% 421
2024
Q1 		$2.21M Buy
8,504
+1,107
+15% +$274K 0.05% 367
2023
Q4 		$1.75M Sell
7,397
-843
-10% -$186K 0.05% 387
2023
Q3 		$1.75M Sell
8,240
-92
-1% -$20.4K 0.05% 352
2023
Q2 		$1.84M Buy
8,332
+175
+2% +$36.5K 0.06% 332
2023
Q1 		$1.66M Sell
8,157
-29,319
-78% -$5.87M 0.06% 344
2022
Q4 		$7.16M Sell
37,476
-3,905
-9% -$753K 0.3% 55
2022
Q3 		$7.43M Buy
41,381
+7,843
+23% +$1.56M 0.34% 45
2022
Q2 		$6.33M Sell
33,538
-7,083
-17% -$1.46M 0.29% 54
2022
Q1 		$9.17M Sell
40,621
-1,747
-4% -$393K 0.44% 26
2021
Q4 		$10.2M Sell
42,368
-9,080
-18% -$2.14M 0.6% 16
2021
Q3 		$11.4M Buy
51,448
+22,661
+79% +$5.17M 1.03% 8
2021
Q2 		$6.41M Hold
28,787
– – 0.67% 16
2021
Q1 		$5.95M Buy
28,787
+518
+2% +$105K 0.9% 12
2020
Q4 		$5.5M Buy
28,269
+314
+1% +$57.4K 1.2% 9
2020
Q3 		$4.76M Buy
+27,955
New +$4.7M 1.34% 7

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

Vanguard Personalized Indexing Management's VTI Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.2% in Q2 2026, buying an estimated $235K and bringing the position to 7,821 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #515.

Vanguard Personalized Indexing Management first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.4M in Q3 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,821 shares of Vanguard Morningstar Total Stock Market ETF worth $2.89M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 657 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $235K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #515 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Vanguard Morningstar Total Stock Market ETF position peaked at $11.4M in Q3 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.