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 Q3	$2.32M	Sell	6,199 -921	-13%	-$345K	1.17%	20
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SFM LLC's VTI Position: Q3 2026 in Review

SFM LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q3 2026, selling an estimated $345K and leaving 6,199 shares worth $2.32M. The position accounts for 1.17% of the portfolio, ranked #20.

SFM LLC first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q3 2025. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

SFM LLC held 6,199 shares of Vanguard Morningstar Total Stock Market ETF worth $2.32M as of Q3 2026.
SFM LLC sold 921 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $345K.
Vanguard Morningstar Total Stock Market ETF made up 1.17% of SFM LLC's portfolio in Q3 2026, its #20 holding.
SFM LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
SFM LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $2.65M in Q3 2025.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.