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 Q2	$8.47M	Buy	22,900 +2,727	+14%	+$975K	0.13%	89
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sagespring Wealth Partners's VTI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $975K and bringing the position to 22,900 shares worth $8.47M. The position accounts for 0.13% of the portfolio, ranked #89.

Sagespring Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sagespring Wealth Partners held 22,900 shares of Vanguard Morningstar Total Stock Market ETF worth $8.47M as of Q2 2026.
Sagespring Wealth Partners bought 2,727 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $975K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Sagespring Wealth Partners's portfolio in Q2 2026, its #89 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.