SBI Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SBI Securities’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	$219M	Buy	584,733 +8,088	+1%	+$3.03M	5%	3
2026 Q2	$213M	Sell	576,645 -4,401	-0.8%	-$1.57M	4.85%	3
2026 Q1	$186M	Sell	581,046 -12,502	-2%	-$4.19M	5.11%	3
2025 Q4	$199M	Sell	593,548 -6,447	-1%	-$2.14M	5.12%	3
2025 Q3	$197M	Sell	599,995 -24,297	-4%	-$7.68M	5.04%	3
2025 Q2	$190M	Sell	624,292 -16,125	-3%	-$4.54M	5.46%	3
2025 Q1	$176M	Sell	640,417 -7,045	-1%	-$2.05M	5.87%	3
2024 Q4	$188M	Buy	+647,462	New	+$189M	5.78%	3

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

SBI Securities's VTI Position: Q3 2026 in Review

SBI Securities increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q3 2026, buying an estimated $3.03M and bringing the position to 584,733 shares worth $219M. The position accounts for 5% of the portfolio, ranked #3.

SBI Securities first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,263 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

SBI Securities held 584,733 shares of Vanguard Morningstar Total Stock Market ETF worth $219M as of Q3 2026.
SBI Securities bought 8,088 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3.03M.
Vanguard Morningstar Total Stock Market ETF made up 5% of SBI Securities's portfolio in Q3 2026, its #3 holding.
SBI Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.