Sharp Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sharp Financial Services’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	$30.7M	Buy	83,017 +80,159	+2,805%	+$28.7M	14.23%	1
2026 Q1	$917K	Buy	2,858 +10	+0.4%	+$3.35K	0.45%	25
2025 Q4	$955K	Buy	2,848 +666	+31%	+$222K	0.48%	33
2025 Q3	$716K	Hold	2,182	–	–	0.39%	39
2025 Q2	$663K	Sell	2,182 -1,413	-39%	-$397K	0.43%	31
2025 Q1	$988K	Buy	3,595 +2,453	+215%	+$713K	0.76%	20
2024 Q4	$331K	Sell	1,142 -400	-26%	-$117K	0.25%	61
2024 Q3	$437K	Buy	1,542 +400	+35%	+$109K	0.34%	52
2024 Q2	$305K	Sell	1,142 -323	-22%	-$83.6K	0.26%	72
2024 Q1	$381K	Buy	1,465 +466	+47%	+$115K	0.35%	59
2023 Q4	$237K	Buy	+999	New	+$221K	0.26%	74

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sharp Financial Services's VTI Position: Q2 2026 in Review

Sharp Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2,805% in Q2 2026, buying an estimated $28.7M and bringing the position to 83,017 shares worth $30.7M. The position accounts for 14.23% of the portfolio, ranked #1.

Sharp Financial Services first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sharp Financial Services held 83,017 shares of Vanguard Morningstar Total Stock Market ETF worth $30.7M as of Q2 2026.
Sharp Financial Services bought 80,159 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $28.7M.
Vanguard Morningstar Total Stock Market ETF made up 14.23% of Sharp Financial Services's portfolio in Q2 2026, its #1 holding.
Sharp Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.