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Sage Rhino Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sage Rhino Capital’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 		$11.5M Buy
31,155
+100
+0.3% +$35.8K 1.87% 13
2026
Q1 		$9.96M Buy
31,055
+60
+0.2% +$20.1K 1.86% 14
2025
Q4 		$10.4M Buy
30,995
+828
+3% +$275K 1.96% 11
2025
Q3 		$9.9M Buy
30,167
+1,081
+4% +$341K 1.91% 12
2025
Q2 		$8.84M Sell
29,086
-259
-0.9% -$72.8K 1.87% 11
2025
Q1 		$8.07M Buy
29,345
+418
+1% +$121K 1.87% 13
2024
Q4 		$8.38M Sell
28,927
-400
-1% -$117K 1.83% 15
2024
Q3 		$8.3M Buy
29,327
+507
+2% +$138K 1.84% 12
2024
Q2 		$7.71M Buy
28,820
+165
+0.6% +$42.7K 1.84% 13
2024
Q1 		$7.45M Buy
28,655
+335
+1% +$82.9K 1.76% 14
2023
Q4 		$6.72M Sell
28,320
-119
-0.4% -$26.3K 1.73% 13
2023
Q3 		$6.04M Buy
28,439
+251
+0.9% +$55.6K 1.7% 16
2023
Q2 		$6.21M Buy
28,188
+23
+0.1% +$4.8K 1.73% 16
2023
Q1 		$5.75M Sell
28,165
-4,451
-14% -$891K 1.68% 15
2022
Q4 		$6.24M Buy
32,616
+575
+2% +$111K 1.98% 13
2022
Q3 		$5.75M Sell
32,041
-102
-0.3% -$20.3K 2.31% 14
2022
Q2 		$6.06M Buy
32,143
+8,035
+33% +$1.65M 2.32% 12
2022
Q1 		$5.49M Buy
24,108
+293
+1% +$65.9K 1.66% 18
2021
Q4 		$5.75M Sell
23,815
-3
-0% -$708 1.61% 18
2021
Q3 		$5.29M Buy
23,818
+638
+3% +$145K 1.61% 17
2021
Q2 		$5.17M Buy
23,180
+562
+2% +$122K 1.53% 18
2021
Q1 		$4.67M Buy
22,618
+1,699
+8% +$344K 1.54% 18
2020
Q4 		$4.07M Buy
20,919
+293
+1% +$53.6K 1.61% 18
2020
Q3 		$3.51M Buy
20,626
+67
+0.3% +$11.3K 1.7% 18
2020
Q2 		$3.22M Buy
20,559
+317
+2% +$46.7K 1.7% 16
2020
Q1 		$2.61M Sell
20,242
-120
-0.6% -$18.6K 1.87% 16
2019
Q4 		$3.37M Buy
20,362
+41
+0.2% +$6.42K 1.92% 13
2019
Q3 		$3.07M Buy
20,321
+30
+0.1% +$4.52K 1.93% 14
2019
Q2 		$3.05M Buy
20,291
+72
+0.4% +$10.6K 1.95% 14
2019
Q1 		$2.93M Buy
+20,219
New +$2.82M 1.93% 14

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 Rhino Capital's VTI Position: Q2 2026 in Review

Sage Rhino Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, buying an estimated $35.8K and bringing the position to 31,155 shares worth $11.5M. The position accounts for 1.87% of the portfolio, ranked #13.

Sage Rhino Capital first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sage Rhino Capital held 31,155 shares of Vanguard Morningstar Total Stock Market ETF worth $11.5M as of Q2 2026.
  • Sage Rhino Capital bought 100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $35.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.87% of Sage Rhino Capital's portfolio in Q2 2026, its #13 holding.
  • Sage Rhino Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.