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Sard Wealth Management Group’s Vanguard Morningstar 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
Q2 		$21.2M Buy
57,239
+1,497
+3% +$535K 10.13% 3
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 $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

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

Sard Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, buying an estimated $535K and bringing the position to 57,239 shares worth $21.2M. The position accounts for 10.13% of the portfolio, ranked #3.

Sard Wealth Management Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sard Wealth Management Group held 57,239 shares of Vanguard Morningstar Total Stock Market ETF worth $21.2M as of Q2 2026.
  • Sard Wealth Management Group bought 1,497 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $535K.
  • Vanguard Morningstar Total Stock Market ETF made up 10.13% of Sard Wealth Management Group's portfolio in Q2 2026, its #3 holding.
  • Sard Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.