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Seamount Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Seamount Financial Group’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 		$9.12M Buy
24,635
+268
+1% +$95.8K 3.68% 6
2026
Q1 		$7.82M Buy
24,367
+122
+0.5% +$40.9K 3.52% 6
2025
Q4 		$8.13M Sell
24,245
-734
-3% -$244K 3.69% 5
2025
Q3 		$8.2M Buy
24,979
+630
+3% +$199K 3.87% 5
2025
Q2 		$7.4M Buy
24,349
+1,378
+6% +$388K 3.81% 6
2025
Q1 		$6.31M Buy
22,971
+47
+0.2% +$13.7K 4.3% 4
2024
Q4 		$6.64M Sell
22,924
-1,108
-5% -$323K 4.59% 4
2024
Q3 		$6.8M Buy
24,032
+1,664
+7% +$454K 5.12% 3
2024
Q2 		$5.98M Buy
22,368
+211
+1% +$54.6K 4.88% 3
2024
Q1 		$5.76M Buy
22,157
+14
+0.1% +$3.46K 5.05% 3
2023
Q4 		$5.25M Buy
+22,143
New +$4.9M 5.03% 3

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

Seamount Financial Group's VTI Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $95.8K and bringing the position to 24,635 shares worth $9.12M. The position accounts for 3.68% of the portfolio, ranked #6.

Seamount Financial Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Seamount Financial Group held 24,635 shares of Vanguard Morningstar Total Stock Market ETF worth $9.12M as of Q2 2026.
  • Seamount Financial Group bought 268 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $95.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.68% of Seamount Financial Group's portfolio in Q2 2026, its #6 holding.
  • Seamount Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.