Sanchez Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sanchez Wealth Management 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	$275K	Sell	743 -50	-6%	-$17.9K	0.05%	47
2026 Q1	$254K	Buy	793 +8	+1%	+$2.68K	0.06%	48
2025 Q4	$263K	Hold	785	–	–	0.06%	47
2025 Q3	$257K	Sell	785 -19	-2%	-$6K	0.06%	42
2025 Q2	$244K	Sell	804 -261	-25%	-$73.4K	0.06%	44
2025 Q1	$293K	Sell	1,065 -150	-12%	-$43.6K	0.08%	40
2024 Q4	$352K	Buy	+1,215	New	+$355K	0.1%	39

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

Sanchez Wealth Management Group's VTI Position: Q2 2026 in Review

Sanchez Wealth Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q2 2026, selling an estimated $17.9K and leaving 743 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #47.

Sanchez Wealth Management Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sanchez Wealth Management Group held 743 shares of Vanguard Morningstar Total Stock Market ETF worth $275K as of Q2 2026.
Sanchez Wealth Management Group sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #47 holding.
Sanchez Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Sanchez Wealth Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $352K in Q4 2024.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.