SeaBridge Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SeaBridge Investment 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	$2.07M	Sell	5,582 -2,420	-30%	-$865K	0.3%	75
2026 Q1	$2.57M	Sell	8,002 -22	-0.3%	-$7.38K	0.43%	65
2025 Q4	$2.69M	Sell	8,024 -215	-3%	-$71.5K	0.44%	66
2025 Q3	$2.7M	Sell	8,239 -3,768	-31%	-$1.19M	0.44%	67
2025 Q2	$3.65M	Sell	12,007 -1,874	-14%	-$527K	0.68%	51
2025 Q1	$3.81M	Buy	13,881 +867	+7%	+$252K	0.82%	32
2024 Q4	$3.77M	Buy	+13,014	New	+$3.8M	0.79%	35
2019 Q4	–	Sell	-281	Closed	-$21K	–	261
2019 Q3	$21K	Buy	+281	New	+$42.4K	0.01%	216
2017 Q1	–	Sell	-217	Closed	-$25K	–	279
2016 Q4	$25K	Hold	217	–	–	0.01%	188
2016 Q3	$24K	Sell	217 -100	-32%	-$11.1K	0.01%	190
2016 Q2	$34K	Hold	317	–	–	0.01%	182
2016 Q1	$33K	Hold	317	–	–	0.01%	183
2015 Q4	$33K	Hold	317	–	–	0.01%	182
2015 Q3	$31K	Hold	317	–	–	0.01%	183
2015 Q2	$34K	Buy	+317	New	+$34.6K	0.01%	171

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SeaBridge Investment Advisors's VTI Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q2 2026, selling an estimated $865K and leaving 5,582 shares worth $2.07M. The position accounts for 0.3% of the portfolio, ranked #75.

SeaBridge Investment Advisors first reported a position in VTI in Q2 2015 and has held it in 15 quarters since. The position peaked at $3.81M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

SeaBridge Investment Advisors held 5,582 shares of Vanguard Morningstar Total Stock Market ETF worth $2.07M as of Q2 2026.
SeaBridge Investment Advisors sold 2,420 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $865K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #75 holding.
SeaBridge Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 15 quarters since.
SeaBridge Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.81M in Q1 2025.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.