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

Sendero 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 		$215M Sell
581,408
-729
-0.1% -$261K 21.42% 1
2026
Q1 		$187M Buy
582,137
+2,779
+0.5% +$932K 20.66% 1
2025
Q4 		$194M Buy
579,358
+12,369
+2% +$4.11M 21.53% 1
2025
Q3 		$186M Sell
566,989
-3,331
-0.6% -$1.05M 21.81% 1
2025
Q2 		$173M Sell
570,320
-8,770
-2% -$2.47M 21.63% 1
2025
Q1 		$159M Buy
579,090
+48,149
+9% +$14M 22.09% 1
2024
Q4 		$154M Buy
530,941
+456
+0.1% +$133K 22.92% 1
2024
Q3 		$150M Buy
530,485
+10,580
+2% +$2.89M 23.68% 1
2024
Q2 		$139M Sell
519,905
-8,261
-2% -$2.14M 23.4% 1
2024
Q1 		$137M Sell
528,166
-3,431
-0.6% -$849K 23.6% 1
2023
Q4 		$126M Sell
531,597
-5,839
-1% -$1.29M 23.77% 1
2023
Q3 		$114M Sell
537,436
-15,600
-3% -$3.45M 24.5% 1
2023
Q2 		$122M Sell
553,036
-24,270
-4% -$5.06M 26.61% 1
2023
Q1 		$118M Sell
577,306
-22,168
-4% -$4.44M 36.09% 1
2022
Q4 		$115M Buy
599,474
+34,566
+6% +$6.66M 40.75% 1
2022
Q3 		$101M Buy
+564,908
New +$113M 42.18% 1
2022
Q2 		– Sell
-435,609
Closed -$99.2M – 92
2022
Q1 		$99.2M Buy
435,609
+34,844
+9% +$7.84M 45.73% 1
2021
Q4 		$96.8M Buy
+400,765
New +$94.6M 42.97% 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

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

Sendero Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q2 2026, selling an estimated $261K and leaving 581,408 shares worth $215M. The position accounts for 21.42% of the portfolio, ranked #1.

Sendero Wealth Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sendero Wealth Management held 581,408 shares of Vanguard Morningstar Total Stock Market ETF worth $215M as of Q2 2026.
  • Sendero Wealth Management sold 729 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $261K.
  • Vanguard Morningstar Total Stock Market ETF made up 21.42% of Sendero Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Sendero Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.