Sawyer & Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$979K Sell
2,645
-506
-16% -$181K 0.33% 66
2026
Q1
$1.01M Sell
3,151
-4
-0.1% -$1.34K 0.39% 61
2025
Q4
$1.06M Buy
3,155
+6
+0.2% +$2K 0.37% 60
2025
Q3
$957K Buy
3,149
+504
+19% +$159K 0.36% 62
2025
Q2
$979K Buy
2,645
+87
+3% +$24.5K 0.33% 66
2025
Q1
$703K Sell
2,558
-486
-16% -$141K 0.28% 68
2024
Q4
$882K Buy
3,044
+124
+4% +$36.2K 0.33% 66
2024
Q3
$827K Buy
2,920
+95
+3% +$25.9K 0.31% 70
2024
Q2
$756K Buy
2,825
+86
+3% +$22.3K 0.3% 69
2024
Q1
$712K Sell
2,739
-184
-6% -$45.5K 0.28% 71
2023
Q4
$693K Buy
2,923
+257
+10% +$56.8K 0.31% 71
2023
Q3
$566K Sell
2,666
-17
-0.6% -$3.76K 0.26% 72
2023
Q2
$591K Buy
2,683
+229
+9% +$47.8K 0.27% 76
2023
Q1
$500K Buy
2,454
+38
+2% +$7.61K 0.27% 75
2022
Q4
$462K Buy
2,416
+1,001
+71% +$193K 0.23% 81
2022
Q3
$254K Buy
1,415
+128
+10% +$25.5K 0.14% 91
2022
Q2
$243K Buy
1,287
+95
+8% +$19.5K 0.12% 94
2022
Q1
$271K Sell
1,192
-717
-38% -$161K 0.12% 93
2021
Q4
$461K Sell
1,909
-312
-14% -$73.7K 0.2% 83
2021
Q3
$493K Buy
2,221
+37
+2% +$8.44K 0.23% 80
2021
Q2
$487K Buy
2,184
+95
+5% +$20.6K 0.23% 79
2021
Q1
$432K Buy
2,089
+36
+2% +$7.28K 0.22% 80
2020
Q4
$400K Sell
2,053
-4
-0.2% -$731 0.2% 81
2020
Q3
$350K Buy
2,057
+28
+1% +$4.71K 0.21% 81
2020
Q2
$318K Buy
2,029
+46
+2% +$6.78K 0.2% 87
2020
Q1
$256K Buy
1,983
+190
+11% +$29.4K 0.2% 87
2019
Q4
$293K Sell
1,793
-49
-3% -$7.68K 0.19% 91
2019
Q3
$278K Buy
1,842
+1,126
+157% +$170K 0.2% 88
2019
Q2
$107K Buy
716
+131
+22% +$19.3K 0.07% 113
2019
Q1
$85K Buy
585
+285
+95% +$39.8K 0.06% 113
2018
Q4
$38K Sell
300
-132
-31% -$18.2K 0.03% 126
2018
Q3
$65K Buy
+432
New +$63.6K 0.04% 126

Other funds holding VTI

Sawyer & Company's VTI Position: Q2 2026 in Review

Sawyer & Company reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, selling an estimated $181K and leaving 2,645 shares worth $979K. The position accounts for 0.33% of the portfolio, ranked #66.

Sawyer & Company first reported a position in VTI in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.06M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sawyer & Company held 2,645 shares of Vanguard Morningstar Total Stock Market ETF worth $979K as of Q2 2026.
  • Sawyer & Company sold 506 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $181K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.33% of Sawyer & Company's portfolio in Q2 2026, its #66 holding.
  • Sawyer & Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • Sawyer & Company's Vanguard Morningstar Total Stock Market ETF position peaked at $1.06M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.