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Sentinel Pension Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sentinel Pension 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 		$255K Sell
696
-38
-5% -$13.6K 0.03% 125
2026
Q1 		$235K Buy
734
+135
+23% +$45.3K 0.03% 123
2025
Q4 		$201K Buy
+599
New +$199K 0.03% 129
2025
Q3 		– Sell
-1,671
Closed -$508K – 127
2025
Q2 		$508K Buy
1,671
+72
+5% +$20.3K 0.09% 75
2025
Q1 		$439K Buy
1,599
+318
+25% +$92.4K 0.08% 80
2024
Q4 		$371K Hold
1,281
– – 0.07% 84
2024
Q3 		$363K Buy
1,281
+60
+5% +$16.4K 0.07% 89
2024
Q2 		$327K Buy
+1,221
New +$316K 0.07% 90
2023
Q4 		– Sell
-14,979
Closed -$3.18M – 105
2023
Q3 		$3.18M Sell
14,979
-23,626
-61% -$5.23M 0.78% 22
2023
Q2 		$8.5M Buy
38,605
+563
+1% +$117K 2.06% 12
2023
Q1 		$7.7M Buy
38,042
+23,334
+159% +$4.67M 1.95% 13
2022
Q4 		$2.81M Buy
14,708
+211
+1% +$40.7K 0.88% 24
2022
Q3 		$2.6M Buy
14,497
+101
+0.7% +$20.1K 0.91% 24
2022
Q2 		$2.71M Buy
14,396
+1,101
+8% +$226K 0.91% 24
2022
Q1 		$3.03M Buy
13,295
+413
+3% +$92.9K 1.03% 21
2021
Q4 		$3.11M Buy
12,882
+104
+0.8% +$24.6K 0.98% 21
2021
Q3 		$2.84M Sell
12,778
-208
-2% -$47.4K 0.97% 20
2021
Q2 		$2.89M Buy
+12,986
New +$2.82M 1.01% 19
2021
Q1 		– Sell
-15,491
Closed -$3.02M – 84
2020
Q4 		$3.02M Buy
15,491
+1,119
+8% +$205K 1.1% 21
2020
Q3 		$2.45M Buy
14,372
+478
+3% +$80.4K 0.95% 23
2020
Q2 		$2.17M Buy
13,894
+2,415
+21% +$356K 0.91% 23
2020
Q1 		$1.48M Buy
+11,479
New +$1.77M 0.72% 30

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

Sentinel Pension Advisors's VTI Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.2% in Q2 2026, selling an estimated $13.6K and leaving 696 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #125.

Sentinel Pension Advisors first reported a position in VTI in Q1 2020 and has held it in 22 quarters since. The position peaked at $8.5M in Q2 2023. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sentinel Pension Advisors held 696 shares of Vanguard Morningstar Total Stock Market ETF worth $255K as of Q2 2026.
  • Sentinel Pension Advisors sold 38 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q2 2026, its #125 holding.
  • Sentinel Pension Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
  • Sentinel Pension Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $8.5M in Q2 2023.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.