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

Sage Investment Counsel’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	$1.37M	Buy	3,706 +3	+0.1%	+$1.07K	1.37%	25
2026 Q1	$1.19M	Sell	3,703 -1	-0%	-$336	1.32%	26
2025 Q4	$1.24M	Buy	3,704 +21	+0.6%	+$6.99K	1.37%	24
2025 Q3	$1.21M	Sell	3,683 -78	-2%	-$24.6K	1.34%	24
2025 Q2	$1.14M	Buy	3,761 +304	+9%	+$85.5K	1.33%	25
2025 Q1	$950K	Sell	3,457 -267	-7%	-$77.6K	1.2%	24
2024 Q4	$1.08M	Buy	+3,724	New	+$1.09M	1.41%	16

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sage Investment Counsel increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q2 2026, buying an estimated $1.07K and bringing the position to 3,706 shares worth $1.37M. The position accounts for 1.37% of the portfolio, ranked #25.

Sage Investment Counsel first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 2,143 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sage Investment Counsel held 3,706 shares of Vanguard Morningstar Total Stock Market ETF worth $1.37M as of Q2 2026.
Sage Investment Counsel bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Morningstar Total Stock Market ETF made up 1.37% of Sage Investment Counsel's portfolio in Q2 2026, its #25 holding.
Sage Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
2,143 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.