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

Sentinel Trust’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 		$42.9M Buy
115,924
+14,574
+14% +$5.21M 3.8% 5
2026
Q1 		$32.5M Buy
101,350
+621
+0.6% +$208K 3.23% 7
2025
Q4 		$33.8M Buy
100,729
+3,542
+4% +$1.18M 3.33% 6
2025
Q3 		$31.9M Sell
97,187
-4,843
-5% -$1.53M 3.25% 6
2025
Q2 		$31M Buy
102,030
+12,558
+14% +$3.53M 3.37% 6
2025
Q1 		$24.6M Buy
89,472
+55,652
+165% +$16.2M 2.9% 8
2024
Q4 		$9.8M Buy
33,820
+21,428
+173% +$6.25M 1.13% 18
2024
Q3 		$3.51M Buy
12,392
+7,910
+176% +$2.16M 0.4% 36
2024
Q2 		$1.2M Hold
4,482
– – 0.15% 71
2024
Q1 		$1.17M Buy
4,482
+2,698
+151% +$667K 0.15% 74
2023
Q4 		$423K Sell
1,784
-44
-2% -$9.73K 0.06% 104
2023
Q3 		$388K Hold
1,828
– – 0.06% 108
2023
Q2 		$403K Sell
1,828
-66
-3% -$13.8K 0.05% 108
2023
Q1 		$387K Sell
1,894
-123
-6% -$24.6K 0.06% 108
2022
Q4 		$386K Sell
2,017
-448
-18% -$86.3K 0.06% 86
2022
Q3 		$442K Sell
2,465
-127
-5% -$25.3K 0.07% 81
2022
Q2 		$489K Buy
2,592
+1,222
+89% +$251K 0.08% 83
2022
Q1 		$312K Hold
1,370
– – 0.04% 112
2021
Q4 		$331K Hold
1,370
– – 0.04% 111
2021
Q3 		$304K Hold
1,370
– – 0.05% 62
2021
Q2 		$305K Sell
1,370
-229
-14% -$49.7K 0.05% 69
2021
Q1 		$330K Buy
1,599
+200
+14% +$40.5K 0.06% 62
2020
Q4 		$272K Buy
+1,399
New +$256K 0.05% 57

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 Trust's VTI Position: Q2 2026 in Review

Sentinel Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $5.21M and bringing the position to 115,924 shares worth $42.9M. The position accounts for 3.8% of the portfolio, ranked #5.

Sentinel Trust first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sentinel Trust held 115,924 shares of Vanguard Morningstar Total Stock Market ETF worth $42.9M as of Q2 2026.
  • Sentinel Trust bought 14,574 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.21M.
  • Vanguard Morningstar Total Stock Market ETF made up 3.8% of Sentinel Trust's portfolio in Q2 2026, its #5 holding.
  • Sentinel Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.