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SC&H Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SC&H Financial Advisors’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 		$4.84M Sell
13,069
-12
-0.1% -$4.29K 0.64% 24
2026
Q1 		$4.2M Sell
13,081
-52
-0.4% -$17.4K 0.63% 23
2025
Q4 		$4.4M Buy
13,133
+1,261
+11% +$419K 0.68% 22
2025
Q3 		$3.9M Sell
11,872
-473
-4% -$149K 0.64% 23
2025
Q2 		$3.75M Buy
12,345
+754
+7% +$212K 0.64% 23
2025
Q1 		$3.19M Sell
11,591
-99
-0.8% -$28.8K 0.63% 25
2024
Q4 		$3.39M Buy
11,690
+1,358
+13% +$396K 0.7% 25
2024
Q3 		$2.93M Buy
10,332
+105
+1% +$28.6K 0.64% 25
2024
Q2 		$2.74M Buy
10,227
+279
+3% +$72.2K 0.67% 23
2024
Q1 		$2.59M Buy
9,948
+28
+0.3% +$6.93K 0.67% 25
2023
Q4 		$2.35M Buy
9,920
+1,932
+24% +$427K 0.68% 25
2023
Q3 		$1.7M Buy
7,988
+171
+2% +$37.9K 0.56% 29
2023
Q2 		$1.72M Sell
7,817
-123
-2% -$25.7K 0.57% 30
2023
Q1 		$1.62M Sell
7,940
-18
-0.2% -$3.6K 0.59% 30
2022
Q4 		$1.52M Buy
7,958
+42
+0.5% +$8.09K 0.63% 32
2022
Q3 		$1.42M Buy
7,916
+1,413
+22% +$282K 0.71% 32
2022
Q2 		$1.23M Sell
6,503
-490
-7% -$101K 0.57% 39
2022
Q1 		$1.59M Buy
6,993
+4,929
+239% +$1.11M 0.76% 28
2021
Q4 		$498K Buy
+2,064
New +$487K 0.27% 84

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

SC&H Financial Advisors's VTI Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, selling an estimated $4.29K and leaving 13,069 shares worth $4.84M. The position accounts for 0.64% of the portfolio, ranked #24.

SC&H Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SC&H Financial Advisors held 13,069 shares of Vanguard Morningstar Total Stock Market ETF worth $4.84M as of Q2 2026.
  • SC&H Financial Advisors sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of SC&H Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.