SWP
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Sagespring Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sagespring Wealth Partners’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
Q1 		$6.47M Sell
20,173
-37,589
-65% -$12.6M 0.12% 99
2025
Q4 		$6.08M Sell
57,762
-1,246
-2% -$415K 0.11% 101
2025
Q3 		$6.36M Sell
59,008
-298
-0.5% -$94.1K 0.12% 91
2025
Q2 		$5.98M Buy
59,306
+365
+0.6% +$103K 0.13% 90
2025
Q1 		$5.31M Buy
58,941
+1,313
+2% +$381K 0.13% 83
2024
Q4 		$5.71M Buy
+57,628
New +$16.8M 0.15% 66

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagespring Wealth Partners's VTI Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 65% in Q1 2026, selling an estimated $12.6M and leaving 20,173 shares worth $6.47M. The position accounts for 0.12% of the portfolio, ranked #99.

Sagespring Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sagespring Wealth Partners held 20,173 shares of Vanguard Morningstar Total Stock Market ETF worth $6.47M as of Q1 2026.
  • Sagespring Wealth Partners sold 37,589 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $12.6M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Sagespring Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.