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

Sard 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 Q1	$17.9M	Sell	55,742 -325	-0.6%	-$109K	9.72%	3
2025 Q4	$18.8M	Sell	56,067 -400	-0.7%	-$133K	10.32%	3
2025 Q3	$18.5M	Buy	56,467 +613	+1%	+$194K	10.57%	3
2025 Q2	$17M	Buy	55,854 +746	+1%	+$210K	10.46%	3
2025 Q1	$15.1M	Buy	55,108 +1,217	+2%	+$354K	10.15%	3
2024 Q4	$15.6M	Buy	53,891 +839	+2%	+$245K	10.49%	3
2024 Q3	$15M	Buy	53,052 +450	+0.9%	+$123K	9.93%	4
2024 Q2	$14.1M	Buy	52,602 +5,530	+12%	+$1.43M	9.88%	3
2024 Q1	$12.2M	Buy	47,072 +1,763	+4%	+$436K	11.05%	3
2023 Q4	$10.7M	Buy	+45,309	New	+$10M	10.85%	3

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sard Wealth Management Group's VTI Position: Q1 2026 in Review

Sard Wealth Management Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.58% in Q1 2026, selling an estimated $109K and leaving 55,742 shares worth $17.9M. The position accounts for 9.72% of the portfolio, ranked #3.

Sard Wealth Management Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.8M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Sard Wealth Management Group held 55,742 shares of Vanguard Total Stock Market ETF worth $17.9M as of Q1 2026.
Sard Wealth Management Group sold 325 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $109K.
Vanguard Total Stock Market ETF made up 9.72% of Sard Wealth Management Group's portfolio in Q1 2026, its #3 holding.
Sard Wealth Management Group first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's Vanguard Total Stock Market ETF position peaked at $18.8M in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.