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Sittner & Nelson’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sittner & Nelson’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 		$1.52M Buy
4,741
+1,529
+48% +$513K 0.56% 41
2025
Q4 		$1.1M Buy
3,212
+1,740
+118% +$579K 0.39% 55
2025
Q3 		$483K Buy
1,472
+350
+31% +$111K 0.18% 82
2025
Q2 		$341K Sell
1,122
-905
-45% -$255K 0.14% 106
2025
Q1 		$557K Buy
2,027
+1,034
+104% +$300K 0.24% 67
2024
Q4 		$288K Hold
993
– – 0.12% 106
2024
Q3 		$281K Buy
993
+3
+0.3% +$818 0.13% 109
2024
Q2 		$265K Hold
990
– – 0.13% 94
2024
Q1 		$257K Hold
990
– – 0.13% 102
2023
Q4 		$235K Buy
990
+12
+1% +$2.65K 0.13% 102
2023
Q3 		$208K Buy
978
+230
+31% +$50.9K 0.12% 102
2023
Q2 		$165K Buy
748
+513
+218% +$107K 0.09% 121
2023
Q1 		$48K Buy
235
+158
+205% +$31.6K 0.03% 231
2022
Q4 		$14.7K Sell
77
-787
-91% -$152K 0.01% 308
2022
Q3 		$155K Sell
864
-100
-10% -$19.9K 0.1% 120
2022
Q2 		$182K Sell
964
-150
-13% -$30.8K 0.12% 107
2022
Q1 		$254K Buy
+1,114
New +$251K 0.15% 93

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 $12.8B AUM 19.73% 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

Sittner & Nelson's VTI Position: Q1 2026 in Review

Sittner & Nelson increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 48% in Q1 2026, buying an estimated $513K and bringing the position to 4,741 shares worth $1.52M. The position accounts for 0.56% of the portfolio, ranked #41.

Sittner & Nelson first reported a position in VTI in Q1 2022 and has held it in 17 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sittner & Nelson held 4,741 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q1 2026.
  • Sittner & Nelson bought 1,529 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $513K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.56% of Sittner & Nelson's portfolio in Q1 2026, its #41 holding.
  • Sittner & Nelson first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.