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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
Q2 		$40.2M Buy
108,661
+13
+0% +$4.65K 7.74% 1
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 $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

Scissortail Wealth Management's VTI Position: Q2 2026 in Review

Scissortail Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $4.65K and bringing the position to 108,661 shares worth $40.2M. The position accounts for 7.74% of the portfolio, ranked #1.

Scissortail Wealth Management first reported a position in VTI in Q4 2021 and has held it in 14 quarters since. The position peaked at $47.1M in Q2 2024. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Scissortail Wealth Management held 108,661 shares of Vanguard Morningstar Total Stock Market ETF worth $40.2M as of Q2 2026.
  • Scissortail Wealth Management bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.74% of Scissortail Wealth Management's portfolio in Q2 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 14 quarters since.
  • Scissortail Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $47.1M in Q2 2024.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.