STCOSD
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Sageworth Trust Company of South Dakota’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sageworth Trust Company of South Dakota’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 		$27.6M Buy
74,680
+7,939
+12% +$2.84M 17.05% 1
2026
Q1 		$21.4M Buy
66,741
+784
+1% +$263K 16.96% 1
2025
Q4 		$22.1M Hold
65,957
– – 18.06% 1
2025
Q3 		$21.6M Buy
65,957
+7,234
+12% +$2.29M 20.41% 1
2025
Q2 		$17.8M Sell
58,723
-171
-0.3% -$48.1K 19.34% 1
2025
Q1 		$16.2M Buy
58,894
+1,122
+2% +$326K 19.46% 1
2024
Q4 		$16.7M Buy
57,772
+398
+0.7% +$116K 21.17% 1
2024
Q3 		$16.2M Sell
57,374
-236
-0.4% -$64.4K 20.8% 1
2024
Q2 		$15.4M Buy
57,610
+4,163
+8% +$1.08M 22.64% 1
2024
Q1 		$13.9M Buy
53,447
+7,893
+17% +$1.95M 21.46% 1
2023
Q4 		$10.8M Buy
45,554
+10,007
+28% +$2.21M 20.37% 1
2023
Q3 		$7.55M Buy
35,547
+7,463
+27% +$1.65M 16.63% 1
2023
Q2 		$6.19M Sell
28,084
-79
-0.3% -$16.5K 15.38% 1
2023
Q1 		$5.75M Buy
28,163
+701
+3% +$140K 13.44% 1
2022
Q4 		$5.25M Sell
27,462
-2,475
-8% -$477K 11.79% 1
2022
Q3 		$5.37M Buy
29,937
+11,593
+63% +$2.31M 13.22% 1
2022
Q2 		$3.46M Sell
18,344
-13,852
-43% -$2.85M 7.13% 2
2022
Q1 		$7.33M Buy
32,196
+5,542
+21% +$1.25M 13.7% 1
2021
Q4 		$6.43M Buy
26,654
+6,176
+30% +$1.46M 9.9% 1
2021
Q3 		$4.55M Hold
20,478
– – 30.98% 2
2021
Q2 		$4.56M Sell
20,478
-45
-0.2% -$9.77K 30.51% 2
2021
Q1 		$4.24M Sell
20,523
-212
-1% -$42.9K 29.1% 2
2020
Q4 		$4.04M Buy
+20,735
New +$3.79M 28.64% 2

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Sageworth Trust Company of South Dakota's VTI Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $2.84M and bringing the position to 74,680 shares worth $27.6M. The position accounts for 17.05% of the portfolio, ranked #1.

Sageworth Trust Company of South Dakota first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,102 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sageworth Trust Company of South Dakota held 74,680 shares of Vanguard Morningstar Total Stock Market ETF worth $27.6M as of Q2 2026.
  • Sageworth Trust Company of South Dakota bought 7,939 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.84M.
  • Vanguard Morningstar Total Stock Market ETF made up 17.05% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #1 holding.
  • Sageworth Trust Company of South Dakota first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.