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SAM Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SAM Advisors’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 		$117M Buy
315,641
+5,666
+2% +$2.03M 31.88% 1
2026
Q1 		$99.4M Buy
309,975
+4,195
+1% +$1.41M 31.17% 1
2025
Q4 		$103M Sell
305,780
-5,270
-2% -$1.75M 32.44% 1
2025
Q3 		$102M Buy
311,050
+116
+0% +$36.6K 32.9% 1
2025
Q2 		$94.5M Buy
310,934
+9,108
+3% +$2.56M 32.69% 1
2025
Q1 		$83M Sell
301,826
-6,430
-2% -$1.87M 31.08% 1
2024
Q4 		$89.3M Buy
308,256
+101
+0% +$29.5K 32.3% 1
2024
Q3 		$87.3M Sell
308,155
-2,060
-0.7% -$562K 32.03% 1
2024
Q2 		$83M Sell
310,215
-3,914
-1% -$1.01M 30.04% 1
2024
Q1 		$81.6M Buy
314,129
+468
+0.1% +$116K 29.74% 1
2023
Q4 		$74.4M Buy
313,661
+890
+0.3% +$197K 29.33% 1
2023
Q3 		$66.4M Sell
312,771
-4,592
-1% -$1.02M 28.82% 1
2023
Q2 		$69.9M Sell
317,363
-3,685
-1% -$769K 29.05% 1
2023
Q1 		$65.5M Sell
321,048
-19,700
-6% -$3.94M 29.39% 1
2022
Q4 		$65.1M Buy
340,748
+16,917
+5% +$3.26M 28.7% 1
2022
Q3 		$58.1M Buy
323,831
+3,413
+1% +$680K 28.3% 1
2022
Q2 		$60.7M Buy
320,418
+7,171
+2% +$1.47M 30.42% 1
2022
Q1 		$71.3M Buy
313,247
+12,391
+4% +$2.79M 30.85% 1
2021
Q4 		$70.4M Sell
300,856
-9,694
-3% -$2.29M 32.13% 1
2021
Q3 		$69.3M Buy
+310,550
New +$70.8M 33.58% 1

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

SAM Advisors's VTI Position: Q2 2026 in Review

SAM Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, buying an estimated $2.03M and bringing the position to 315,641 shares worth $117M. The position accounts for 31.88% of the portfolio, ranked #1.

SAM Advisors first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SAM Advisors held 315,641 shares of Vanguard Morningstar Total Stock Market ETF worth $117M as of Q2 2026.
  • SAM Advisors bought 5,666 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Morningstar Total Stock Market ETF made up 31.88% of SAM Advisors's portfolio in Q2 2026, its #1 holding.
  • SAM Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.