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Sage Investment Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sage Investment Advisers’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 		$1.2M Sell
3,249
-220
-6% -$78.7K 0.81% 34
2026
Q1 		$1.12M Buy
3,469
+110
+3% +$36.9K 0.83% 35
2025
Q4 		$1.13M Buy
+3,359
New +$1.12M 0.84% 33
2024
Q3 		$914K Buy
3,229
+23
+0.7% +$6.27K 0.96% 31
2024
Q2 		$858K Buy
3,206
+77
+2% +$19.9K 0.97% 31
2024
Q1 		$813K Buy
3,129
+3
+0.1% +$742 0.93% 34
2023
Q4 		$742K Sell
3,126
-196
-6% -$43.3K 0.9% 36
2023
Q3 		$706K Buy
3,322
+4
+0.1% +$885 0.97% 35
2023
Q2 		$731K Sell
3,318
-3
-0.1% -$626 0.98% 34
2023
Q1 		$678K Buy
3,321
+479
+17% +$95.9K 0.91% 35
2022
Q4 		$543K Buy
2,842
+500
+21% +$96.4K 0.77% 35
2022
Q3 		$420K Buy
2,342
+491
+27% +$97.9K 0.66% 39
2022
Q2 		$349K Sell
1,851
-550
-23% -$113K 0.55% 44
2022
Q1 		$547K Buy
2,401
+76
+3% +$17.1K 0.72% 38
2021
Q4 		$561K Buy
+2,325
New +$549K 0.72% 36

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

Sage Investment Advisers's VTI Position: Q2 2026 in Review

Sage Investment Advisers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q2 2026, selling an estimated $78.7K and leaving 3,249 shares worth $1.2M. The position accounts for 0.81% of the portfolio, ranked #34.

Sage Investment Advisers first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sage Investment Advisers held 3,249 shares of Vanguard Morningstar Total Stock Market ETF worth $1.2M as of Q2 2026.
  • Sage Investment Advisers sold 220 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $78.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.81% of Sage Investment Advisers's portfolio in Q2 2026, its #34 holding.
  • Sage Investment Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.