SFS
VTI icon

Sharp Financial Services’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sharp Financial Services's VTI Position: Q1 2026 in Review

Sharp Financial Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.35% in Q1 2026, buying an estimated $3.35K and bringing the position to 2,858 shares worth $917K. The position accounts for 0.45% of the portfolio, ranked #25.

Sharp Financial Services first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $988K in Q1 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sharp Financial Services held 2,858 shares of Vanguard Total Stock Market ETF worth $917K as of Q1 2026.
  • Sharp Financial Services bought 10 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.35K.
  • Vanguard Total Stock Market ETF made up 0.45% of Sharp Financial Services's portfolio in Q1 2026, its #25 holding.
  • Sharp Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Sharp Financial Services's Vanguard Total Stock Market ETF position peaked at $988K in Q1 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.