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Sax Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sax Wealth Advisors’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 		$35.1M Buy
109,535
+74,235
+210% +$26.5M 1.43% 14
2026
Q1 		$11.8M Sell
35,300
-92
-0.3% -$30.9K 0.57% 29
2025
Q4 		$11.9M Sell
35,392
-4,852
-12% -$1.61M 0.56% 30
2025
Q3 		$13.2M Sell
40,244
-370
-0.9% -$117K 0.71% 28
2025
Q2 		$12.3M Buy
40,614
+9,927
+32% +$2.79M 0.75% 28
2025
Q1 		$8.43M Buy
30,687
+3,284
+12% +$954K 0.6% 28
2024
Q4 		$7.94M Buy
27,403
+5,349
+24% +$1.56M 0.62% 27
2024
Q3 		$6.24M Buy
22,054
+1,792
+9% +$489K 0.56% 28
2024
Q2 		$5.42M Buy
20,262
+1,250
+7% +$324K 0.52% 30
2024
Q1 		$4.94M Buy
19,012
+2,524
+15% +$624K 0.58% 24
2023
Q4 		$3.91M Sell
16,488
-457
-3% -$101K 0.64% 30
2023
Q3 		$3.6M Buy
16,945
+150
+0.9% +$33.2K 0.71% 30
2023
Q2 		$3.7M Buy
16,795
+1,760
+12% +$367K 0.74% 31
2023
Q1 		$3.07M Sell
15,035
-637
-4% -$128K 0.67% 32
2022
Q4 		$3M Buy
15,672
+1,731
+12% +$334K 0.69% 30
2022
Q3 		$2.5M Buy
13,941
+489
+4% +$97.5K 0.64% 30
2022
Q2 		$2.54M Buy
13,452
+102
+0.8% +$21K 0.65% 30
2022
Q1 		$3.04M Buy
13,350
+44
+0.3% +$9.89K 0.74% 28
2021
Q4 		$3.21M Buy
13,306
+879
+7% +$208K 0.67% 31
2021
Q3 		$2.76M Buy
12,427
+58
+0.5% +$13.2K 0.65% 31
2021
Q2 		$2.76M Buy
12,369
+558
+5% +$121K 0.95% 28
2021
Q1 		$2.44M Buy
11,811
+8
+0.1% +$1.62K 0.89% 33
2020
Q4 		$2.3M Buy
+11,803
New +$2.16M 1.06% 29

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

Sax Wealth Advisors's VTI Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 210% in Q2 2026, buying an estimated $26.5M and bringing the position to 109,535 shares worth $35.1M. The position accounts for 1.43% of the portfolio, ranked #14.

Sax Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sax Wealth Advisors held 109,535 shares of Vanguard Morningstar Total Stock Market ETF worth $35.1M as of Q2 2026.
  • Sax Wealth Advisors bought 74,235 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $26.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.43% of Sax Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.