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

Sherman Wealth Management’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 		$1.73M Buy
4,662
+11
+0.2% +$3.93K 1.3% 22
2026
Q1 		$1.49M Buy
4,651
+14
+0.3% +$4.7K 1.28% 22
2025
Q4 		$1.55M Buy
+4,637
New +$1.54M 1.35% 19

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sherman Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, buying an estimated $3.93K and bringing the position to 4,662 shares worth $1.73M. The position accounts for 1.3% of the portfolio, ranked #22.

Sherman Wealth Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,774 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sherman Wealth Management held 4,662 shares of Vanguard Morningstar Total Stock Market ETF worth $1.73M as of Q2 2026.
  • Sherman Wealth Management bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.3% of Sherman Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Sherman Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,774 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.