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Savvy Advisors Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Savvy Advisors Inc’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 		$34.3M Buy
92,755
+6,204
+7% +$2.22M 0.73% 26
2026
Q1 		$27.8M Buy
86,551
+38,753
+81% +$13M 0.74% 26
2025
Q4 		$16M Buy
47,798
+8,830
+23% +$2.94M 0.52% 38
2025
Q3 		$12.8M Buy
38,968
+2,743
+8% +$866K 0.59% 38
2025
Q2 		$11M Sell
36,225
-88
-0.2% -$24.8K 0.73% 26
2025
Q1 		$9.98M Buy
36,313
+218
+0.6% +$63.3K 1% 17
2024
Q4 		$10.5M Sell
36,095
-4,972
-12% -$1.45M 1.26% 16
2024
Q3 		$11.6M Buy
41,067
+39,157
+2,050% +$10.7M 2.36% 5
2024
Q2 		$511K Buy
1,910
+5
+0.3% +$1.29K 0.17% 141
2024
Q1 		$495K Sell
1,905
-64
-3% -$15.8K 0.29% 92
2023
Q4 		$467K Buy
+1,969
New +$435K 0.45% 69

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

Savvy Advisors Inc's VTI Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q2 2026, buying an estimated $2.22M and bringing the position to 92,755 shares worth $34.3M. The position accounts for 0.73% of the portfolio, ranked #26.

Savvy Advisors Inc first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Savvy Advisors Inc held 92,755 shares of Vanguard Morningstar Total Stock Market ETF worth $34.3M as of Q2 2026.
  • Savvy Advisors Inc bought 6,204 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.22M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.73% of Savvy Advisors Inc's portfolio in Q2 2026, its #26 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.