Sherman Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.4M Buy
49,695
+11,550
+30% +$4.13M 14.27% 2
2026
Q1
$12.2M Buy
38,145
+2,620
+7% +$879K 11.26% 2
2025
Q4
$11.9M Buy
35,525
+776
+2% +$258K 10.09% 2
2025
Q3
$11.4M Sell
34,749
-803
-2% -$254K 9.84% 2
2025
Q2
$10.8M Buy
35,552
+14
+0% +$3.94K 9.58% 2
2025
Q1
$9.77M Buy
35,538
+808
+2% +$235K 9.33% 2
2024
Q4
$10.1M Buy
+34,730
New +$10.1M 9.21% 2

Other funds holding VTI

Sherman Asset Management's VTI Position: Q2 2026 in Review

Sherman Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q2 2026, buying an estimated $4.13M and bringing the position to 49,695 shares worth $18.4M. The position accounts for 14.27% of the portfolio, ranked #2.

Sherman Asset Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sherman Asset Management held 49,695 shares of Vanguard Morningstar Total Stock Market ETF worth $18.4M as of Q2 2026.
  • Sherman Asset Management bought 11,550 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.13M.
  • Vanguard Morningstar Total Stock Market ETF made up 14.27% of Sherman Asset Management's portfolio in Q2 2026, its #2 holding.
  • Sherman Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.