Scissortail Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Scissortail Wealth 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 Q1	$34.8M	Sell	108,648 -12,862	-11%	-$4.32M	7%	1
2025 Q4	$40.7M	Buy	121,510 +2,153	+2%	+$716K	9.29%	1
2025 Q3	$39.2M	Buy	119,357 +1,144	+1%	+$361K	8.54%	1
2025 Q2	$35.9M	Buy	118,213 +2,025	+2%	+$570K	8.63%	1
2025 Q1	$31.9M	Sell	116,188 -21,741	-16%	-$6.32M	8.2%	1
2024 Q4	$40M	Buy	137,929 +137,484	+30,895%	+$40.1M	10.23%	1
2024 Q3	$38.7M	Sell	445 -175,654	-100%	-$47.9M	9.37%	1
2024 Q2	$47.1M	Buy	176,099 +292	+0.2%	+$75.6K	12%	1
2024 Q1	$45.7M	Buy	+175,807	New	+$43.5M	12.07%	1
2022 Q4	–	Sell	-157,677	Closed	-$29.7M	–	168
2022 Q3	$29.7M	Buy	157,677 +22,538	+17%	+$4.49M	15.42%	1
2022 Q2	$32.6M	Sell	135,139 -2,409	-2%	-$495K	12.56%	1
2022 Q1	$29.6M	Buy	137,548 +2,409	+2%	+$542K	14.54%	1
2021 Q4	$32.6M	Buy	+135,139	New	+$31.9M	12.56%	1

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scissortail Wealth Management's VTI Position: Q1 2026 in Review

Scissortail Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q1 2026, selling an estimated $4.32M and leaving 108,648 shares worth $34.8M. The position accounts for 7% of the portfolio, ranked #1.

Scissortail Wealth Management first reported a position in VTI in Q4 2021 and has held it in 13 quarters since. The position peaked at $47.1M in Q2 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Scissortail Wealth Management held 108,648 shares of Vanguard Morningstar Total Stock Market ETF worth $34.8M as of Q1 2026.
Scissortail Wealth Management sold 12,862 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $4.32M.
Vanguard Morningstar Total Stock Market ETF made up 7% of Scissortail Wealth Management's portfolio in Q1 2026, its #1 holding.
Scissortail Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
Scissortail Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $47.1M in Q2 2024.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.