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Saxon Interests’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Saxon Interests’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 		$9.08M Sell
24,529
-250
-1% -$89.4K 2.51% 7
2026
Q1 		$7.95M Sell
24,779
-182
-0.7% -$61.1K 2.74% 3
2025
Q4 		$8.37M Sell
24,961
-535
-2% -$178K 2.93% 5
2025
Q3 		$8.11M Sell
25,496
-1,022
-4% -$323K 3.17% 4
2025
Q2 		$7.29M Hold
26,518
– – 3.41% 3
2025
Q1 		$7.29M Sell
26,518
-41
-0.2% -$11.9K 3.41% 3
2024
Q4 		$7.7M Buy
26,559
+517
+2% +$151K 3.39% 3
2024
Q3 		$7.37M Sell
26,042
-7
-0% -$1.91K 3.36% 3
2024
Q2 		$6.97M Buy
26,049
+209
+0.8% +$54.1K 3.31% 4
2024
Q1 		$6.72M Sell
25,840
-1,749
-6% -$433K 3.2% 4
2023
Q4 		$6.54M Buy
+27,589
New +$6.1M 3.28% 5
2023
Q3 		– Sell
-28,451
Closed -$6.27M – 191
2023
Q2 		$6.27M Buy
28,451
+930
+3% +$194K 3.36% 4
2023
Q1 		$5.62M Buy
27,521
+1
+0% +$200 3.17% 3
2022
Q4 		$5.34M Sell
27,520
-5,272
-16% -$1.02M 3.05% 2
2022
Q3 		$6.22M Sell
32,792
-2,462
-7% -$491K 3.79% 3
2022
Q2 		$6.65M Buy
35,254
+1,429
+4% +$294K 4.03% 3
2022
Q1 		$7.7M Sell
33,825
-2,479
-7% -$557K 4.1% 3
2021
Q4 		$8.64M Buy
+36,304
New +$8.57M 4.89% 2

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

Saxon Interests's VTI Position: Q2 2026 in Review

Saxon Interests reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, selling an estimated $89.4K and leaving 24,529 shares worth $9.08M. The position accounts for 2.51% of the portfolio, ranked #7.

Saxon Interests first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Saxon Interests held 24,529 shares of Vanguard Morningstar Total Stock Market ETF worth $9.08M as of Q2 2026.
  • Saxon Interests sold 250 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $89.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.51% of Saxon Interests's portfolio in Q2 2026, its #7 holding.
  • Saxon Interests first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.