Sage Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.57M | Buy |
4,241
+61
| +1% | +$21.8K | 0.33% | 68 |
|
|
2026
Q1 | $1.34M | Buy |
4,180
+146
| +4% | +$49K | 0.31% | 64 |
|
|
2025
Q4 | $1.35M | Buy |
4,034
+184
| +5% | +$61.2K | 0.32% | 62 |
|
|
2025
Q3 | $1.26M | Buy |
3,850
+208
| +6% | +$65.7K | 0.3% | 64 |
|
|
2025
Q2 | $1.11M | Sell |
3,642
-87
| -2% | -$24.5K | 0.27% | 68 |
|
|
2025
Q1 | $1.02M | Sell |
3,729
-9
| -0.2% | -$2.62K | 0.27% | 67 |
|
|
2024
Q4 | $1.08M | Buy |
3,738
+23
| +0.6% | +$6.71K | 0.28% | 59 |
|
|
2024
Q3 | $1.05M | Sell |
3,715
-5
| -0.1% | -$1.36K | 0.27% | 64 |
|
|
2024
Q2 | $995K | Hold |
3,720
| – | – | 0.29% | 60 |
|
|
2024
Q1 | $967K | Buy |
3,720
+295
| +9% | +$73K | 0.28% | 63 |
|
|
2023
Q4 | $812K | Hold |
3,425
| – | – | 0.26% | 67 |
|
|
2023
Q3 | $728K | Buy |
3,425
+112
| +3% | +$24.8K | 0.27% | 62 |
|
|
2023
Q2 | $730K | Buy |
3,313
+2
| +0.1% | +$417 | 0.26% | 62 |
|
|
2023
Q1 | $676K | Buy |
3,311
+117
| +4% | +$23.4K | 0.26% | 61 |
|
|
2022
Q4 | $611K | Buy |
3,194
+2
| +0.1% | +$385 | 0.27% | 60 |
|
|
2022
Q3 | $573K | Buy |
3,192
+737
| +30% | +$147K | 0.29% | 60 |
|
|
2022
Q2 | $463K | Buy |
2,455
+1
| +0% | +$205 | 0.22% | 67 |
|
|
2022
Q1 | $551K | Hold |
2,454
| – | – | 0.22% | 66 |
|
|
2021
Q4 | $559K | Buy |
2,454
+1
| +0% | +$236 | 0.21% | 69 |
|
|
2021
Q3 | $545K | Buy |
2,453
+1
| +0% | +$228 | 0.23% | 68 |
|
|
2021
Q2 | $552K | Buy |
2,452
+1
| +0% | +$217 | 0.23% | 69 |
|
|
2021
Q1 | $507K | Sell |
2,451
-395
| -14% | -$79.9K | 0.23% | 73 |
|
|
2020
Q4 | $578K | Sell |
2,846
-1,237
| -30% | -$226K | 0.28% | 61 |
|
|
2020
Q3 | $695K | Buy |
4,083
+1
| +0% | +$168 | 0.42% | 49 |
|
|
2020
Q2 | $639K | Buy |
4,082
+262
| +7% | +$38.6K | 0.41% | 52 |
|
|
2020
Q1 | $492K | Buy |
3,820
+2
| +0.1% | +$309 | 0.4% | 49 |
|
|
2019
Q4 | $625K | Buy |
3,818
+1
| +0% | +$157 | 0.4% | 55 |
|
|
2019
Q3 | $576K | Buy |
3,817
+2
| +0.1% | +$301 | 0.43% | 52 |
|
|
2019
Q2 | $582K | Buy |
3,815
+2,021
| +113% | +$298K | 0.4% | 54 |
|
|
2019
Q1 | $260K | Sell |
1,794
-5,921
| -77% | -$826K | 0.17% | 80 |
|
|
2018
Q4 | $985K | Buy |
7,715
+5,930
| +332% | +$819K | 0.74% | 42 |
|
|
2018
Q3 | $267K | Hold |
1,785
| – | – | 0.17% | 77 |
|
|
2018
Q2 | $251K | Buy |
1,785
+97
| +6% | +$13.5K | 0.18% | 72 |
|
|
2018
Q1 | $229K | Buy |
1,688
+73
| +5% | +$10.2K | 0.16% | 76 |
|
|
2017
Q4 | $222K | Buy |
1,615
+2
| +0.1% | +$268 | 0.14% | 79 |
|
|
2017
Q3 | $209K | Buy |
1,613
+2
| +0.1% | +$253 | 0.15% | 80 |
|
|
2017
Q2 | $200K | Buy |
+1,611
| New | +$199K | 0.15% | 80 |
|
Other funds holding VTI
RIM
WI
Sage Capital Advisors's VTI Position: Q2 2026 in Review
Sage Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 4,241 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #68.
Sage Capital Advisors first reported a position in VTI in Q2 2017 and has held it in 37 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Sage Capital Advisors held 4,241 shares of Vanguard Morningstar Total Stock Market ETF worth $1.57M as of Q2 2026.
- Sage Capital Advisors bought 61 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.8K.
- Vanguard Morningstar Total Stock Market ETF made up 0.33% of Sage Capital Advisors's portfolio in Q2 2026, its #68 holding.
- Sage Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 37 quarters since.
- 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.