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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
Q3 		$6.74M Sell
18,016
-6,513
-27% -$2.44M 2.34% 8
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Saxon Interests's VTI Position: Q3 2026 in Review

Saxon Interests reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q3 2026, selling an estimated $2.44M and leaving 18,016 shares worth $6.74M. The position accounts for 2.34% of the portfolio, ranked #8.

Saxon Interests first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.08M in Q2 2026. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Saxon Interests held 18,016 shares of Vanguard Morningstar Total Stock Market ETF worth $6.74M as of Q3 2026.
  • Saxon Interests sold 6,513 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.44M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.34% of Saxon Interests's portfolio in Q3 2026, its #8 holding.
  • Saxon Interests first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's Vanguard Morningstar Total Stock Market ETF position peaked at $9.08M in Q2 2026.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.