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S&A Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

S&A Financial Services’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 		$619K Sell
1,672
-449
-21% -$161K 0.38% 49
2026
Q1 		$680K Buy
+2,121
New +$712K 0.47% 45

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

S&A Financial Services's VTI Position: Q2 2026 in Review

S&A Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $161K and leaving 1,672 shares worth $619K. The position accounts for 0.38% of the portfolio, ranked #49.

S&A Financial Services first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $680K in Q1 2026. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • S&A Financial Services held 1,672 shares of Vanguard Morningstar Total Stock Market ETF worth $619K as of Q2 2026.
  • S&A Financial Services sold 449 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of S&A Financial Services's portfolio in Q2 2026, its #49 holding.
  • S&A Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $680K in Q1 2026.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.