Satovsky Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Satovsky Asset Management’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	$34.5M	Buy	93,215 +4,094	+5%	+$1.46M	5.5%	6
2026 Q1	$28.6M	Buy	89,121 +5,863	+7%	+$1.97M	5.05%	6
2025 Q4	$27.9M	Buy	83,258 +2,116	+3%	+$704K	5.41%	6
2025 Q3	$26.6M	Buy	81,142 +4,873	+6%	+$1.54M	5.31%	6
2025 Q2	$23.2M	Buy	76,269 +4,335	+6%	+$1.22M	4.94%	6
2025 Q1	$19.8M	Buy	71,934 +3,148	+5%	+$915K	4.42%	7
2024 Q4	$19.9M	Sell	68,786 -578	-0.8%	-$169K	4.56%	7
2024 Q3	$19.6M	Buy	69,364 +1,382	+2%	+$377K	4.43%	7
2024 Q2	$18.2M	Buy	67,982 +2,057	+3%	+$532K	4.37%	7
2024 Q1	$17.1M	Buy	65,925 +3,395	+5%	+$840K	5.01%	6
2023 Q4	$14.8M	Buy	62,530 +1,519	+2%	+$336K	4.62%	6
2023 Q3	$13M	Buy	61,011 +5,093	+9%	+$1.13M	4.39%	6
2023 Q2	$12.3M	Buy	55,918 +10,651	+24%	+$2.22M	4.16%	6
2023 Q1	$9.24M	Buy	45,267 +13,425	+42%	+$2.69M	3.44%	7
2022 Q4	$6.09M	Sell	31,842 -3,151	-9%	-$607K	2.52%	9
2022 Q3	$6.28M	Buy	34,993 +5,418	+18%	+$1.08M	3.61%	7
2022 Q2	$5.68M	Buy	29,575 +16,380	+124%	+$3.37M	3.32%	6
2022 Q1	$3M	Buy	13,195 +9,858	+295%	+$2.22M	2.01%	4
2021 Q4	$821K	Buy	+3,337	New	+$788K	0.55%	13

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

Satovsky Asset Management's VTI Position: Q2 2026 in Review

Satovsky Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q2 2026, buying an estimated $1.46M and bringing the position to 93,215 shares worth $34.5M. The position accounts for 5.5% of the portfolio, ranked #6.

Satovsky Asset Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Satovsky Asset Management held 93,215 shares of Vanguard Morningstar Total Stock Market ETF worth $34.5M as of Q2 2026.
Satovsky Asset Management bought 4,094 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Total Stock Market ETF made up 5.5% of Satovsky Asset Management's portfolio in Q2 2026, its #6 holding.
Satovsky Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.