SL
VTI icon

SFM LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SFM LLC’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 		$2.63M Sell
7,120
-228
-3% -$81.5K 1.35% 18
2026
Q1 		$2.36M Sell
7,348
-389
-5% -$131K 1.42% 18
2025
Q4 		$2.59M Sell
7,737
-324
-4% -$108K 1.52% 18
2025
Q3 		$2.65M Sell
8,061
-25
-0.3% -$7.9K 1.54% 17
2025
Q2 		$2.46M Sell
8,086
-78
-1% -$21.9K 1.58% 18
2025
Q1 		$2.24M Sell
8,164
-150
-2% -$43.6K 1.65% 15
2024
Q4 		$2.41M Sell
8,314
-21
-0.3% -$6.13K 1.7% 15
2024
Q3 		$2.36M Sell
8,335
-369
-4% -$101K 1.77% 16
2024
Q2 		$2.33M Sell
8,704
-233
-3% -$60.3K 1.75% 13
2024
Q1 		$2.32M Sell
8,937
-348
-4% -$86.1K 1.77% 14
2023
Q4 		$2.2M Buy
+9,285
New +$2.05M 1.82% 13

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

SFM LLC's VTI Position: Q2 2026 in Review

SFM LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, selling an estimated $81.5K and leaving 7,120 shares worth $2.63M. The position accounts for 1.35% of the portfolio, ranked #18.

SFM LLC first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q3 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SFM LLC held 7,120 shares of Vanguard Morningstar Total Stock Market ETF worth $2.63M as of Q2 2026.
  • SFM LLC sold 228 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $81.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.35% of SFM LLC's portfolio in Q2 2026, its #18 holding.
  • SFM LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • SFM LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $2.65M in Q3 2025.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.