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Saxony Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Saxony Capital Management’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 		$409K Buy
1,104
+17
+2% +$6.08K 0.19% 107
2026
Q1 		$349K Hold
1,087
– – 0.2% 103
2025
Q4 		$364K Sell
1,087
-84
-7% -$27.9K 0.22% 96
2025
Q3 		$384K Buy
1,171
+217
+23% +$68.5K 0.25% 88
2025
Q2 		$290K Buy
954
+28
+3% +$7.88K 0.22% 92
2025
Q1 		$254K Sell
926
-1,226
-57% -$356K 0.22% 93
2024
Q4 		$624K Buy
2,152
+14
+0.7% +$4.08K 0.55% 45
2024
Q3 		$605K Buy
+2,138
New +$583K 0.55% 47

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

Saxony Capital Management's VTI Position: Q2 2026 in Review

Saxony Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $6.08K and bringing the position to 1,104 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #107.

Saxony Capital Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $624K in Q4 2024. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Saxony Capital Management held 1,104 shares of Vanguard Morningstar Total Stock Market ETF worth $409K as of Q2 2026.
  • Saxony Capital Management bought 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Saxony Capital Management's portfolio in Q2 2026, its #107 holding.
  • Saxony Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Saxony Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $624K in Q4 2024.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.