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SBI Okasan Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SBI Okasan Asset 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 		$780M Sell
2,123,450
-537,940
-20% -$192M 25.63% 1
2026
Q1 		$830M Buy
2,661,390
+547,750
+26% +$184M 33.99% 1
2025
Q4 		$715M Buy
+2,113,640
New +$703M 39.4% 1

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

SBI Okasan Asset Management's VTI Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $192M and leaving 2,123,450 shares worth $780M. The position accounts for 25.63% of the portfolio, ranked #1.

SBI Okasan Asset Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $830M in Q1 2026. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SBI Okasan Asset Management held 2,123,450 shares of Vanguard Morningstar Total Stock Market ETF worth $780M as of Q2 2026.
  • SBI Okasan Asset Management sold 537,940 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $192M.
  • Vanguard Morningstar Total Stock Market ETF made up 25.63% of SBI Okasan Asset Management's portfolio in Q2 2026, its #1 holding.
  • SBI Okasan Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $830M in Q1 2026.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.