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

Sandy Cove 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 		$16.4M Buy
44,321
+846
+2% +$302K 4.1% 8
2026
Q1 		$13.9M Buy
43,475
+281
+0.7% +$94.3K 4.17% 7
2025
Q4 		$14.5M Sell
43,194
-248
-0.6% -$82.5K 4.29% 7
2025
Q3 		$14.3M Buy
43,442
+158
+0.4% +$49.9K 4.56% 6
2025
Q2 		$13.2M Buy
43,284
+4,035
+10% +$1.13M 4.75% 5
2025
Q1 		$10.8M Buy
39,249
+268
+0.7% +$77.9K 4.33% 7
2024
Q4 		$11.3M Buy
38,981
+42
+0.1% +$12.3K 4.44% 6
2024
Q3 		$11M Sell
38,939
-75
-0.2% -$20.5K 4.5% 6
2024
Q2 		$10.4M Sell
39,014
-1,934
-5% -$501K 4.65% 4
2024
Q1 		$10.6M Buy
40,948
+20,945
+105% +$5.18M 4.9% 4
2023
Q4 		$4.75M Buy
20,003
+57
+0.3% +$12.6K 2.43% 13
2023
Q3 		$4.24M Buy
19,946
+119
+0.6% +$26.3K 2.45% 12
2023
Q2 		$4.37M Sell
19,827
-218
-1% -$45.5K 2.49% 12
2023
Q1 		$4.09M Buy
20,045
+17,244
+616% +$3.45M 2.96% 10
2022
Q4 		$535K Buy
2,801
+4
+0.1% +$771 0.43% 41
2022
Q3 		$502K Buy
2,797
+43
+2% +$8.57K 0.45% 36
2022
Q2 		$519K Sell
2,754
-16
-0.6% -$3.29K 0.47% 38
2022
Q1 		$631K Buy
2,770
+17
+0.6% +$3.82K 0.52% 34
2021
Q4 		$665K Buy
+2,753
New +$650K 0.56% 30

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

Sandy Cove Advisors's VTI Position: Q2 2026 in Review

Sandy Cove Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $302K and bringing the position to 44,321 shares worth $16.4M. The position accounts for 4.1% of the portfolio, ranked #8.

Sandy Cove Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sandy Cove Advisors held 44,321 shares of Vanguard Morningstar Total Stock Market ETF worth $16.4M as of Q2 2026.
  • Sandy Cove Advisors bought 846 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #8 holding.
  • Sandy Cove Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.