SageGuard Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SageGuard Financial Group’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	$1.86M	Sell	5,028 -17	-0.3%	-$6.08K	0.26%	87
2026 Q1	$1.62M	Buy	5,045 +95	+2%	+$31.9K	0.25%	80
2025 Q4	$1.66M	Buy	+4,950	New	+$1.65M	0.26%	70
2021 Q3	–	Sell	-19,131	Closed	-$4.26M	–	125
2021 Q2	$4.26M	Buy	19,131 +622	+3%	+$135K	1.94%	15
2021 Q1	$3.82M	Sell	18,509 -186	-1%	-$37.6K	1.78%	13
2020 Q4	$3.65M	Buy	+18,695	New	+$3.42M	1.76%	13

Other funds holding VTI

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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FWI

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

SageGuard Financial Group's VTI Position: Q2 2026 in Review

SageGuard Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q2 2026, selling an estimated $6.08K and leaving 5,028 shares worth $1.86M. The position accounts for 0.26% of the portfolio, ranked #87.

SageGuard Financial Group first reported a position in VTI in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.26M in Q2 2021. 2,617 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

SageGuard Financial Group held 5,028 shares of Vanguard Morningstar Total Stock Market ETF worth $1.86M as of Q2 2026.
SageGuard Financial Group sold 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of SageGuard Financial Group's portfolio in Q2 2026, its #87 holding.
SageGuard Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $4.26M in Q2 2021.
2,617 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.