Sightline Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sightline Wealth Advisors’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	$252K	Buy	680 +3	+0.4%	+$1.07K	0.09%	79
2026 Q1	$217K	Buy	677 +5	+0.7%	+$1.68K	0.09%	82
2025 Q4	$225K	Sell	672 -75	-10%	-$24.9K	0.1%	87
2025 Q3	$245K	Sell	747 -6	-0.8%	-$1.9K	0.11%	80
2025 Q2	$229K	Buy	+753	New	+$212K	0.11%	74
2025 Q1	–	Sell	-702	Closed	-$203K	–	88
2024 Q4	$203K	Buy	+702	New	+$205K	0.11%	83

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

Sightline Wealth Advisors's VTI Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q2 2026, buying an estimated $1.07K and bringing the position to 680 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #79.

Sightline Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sightline Wealth Advisors held 680 shares of Vanguard Morningstar Total Stock Market ETF worth $252K as of Q2 2026.
Sightline Wealth Advisors bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Sightline Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Sightline Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.