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SJS Investment Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SJS Investment Consulting’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 		$961K Buy
2,598
+181
+7% +$64.7K 0.1% 54
2026
Q1 		$775K Buy
2,417
+17
+0.7% +$5.7K 0.09% 56
2025
Q4 		$805K Sell
2,400
-18
-0.7% -$5.99K 0.1% 56
2025
Q3 		$793K Buy
2,418
+159
+7% +$50.2K 0.11% 57
2025
Q2 		$687K Buy
2,259
+23
+1% +$6.47K 0.11% 46
2025
Q1 		$614K Buy
2,236
+84
+4% +$24.4K 0.1% 47
2024
Q4 		$624K Hold
2,152
– – 0.11% 44
2024
Q3 		$609K Sell
2,152
-297
-12% -$81K 0.11% 43
2024
Q2 		$655K Buy
2,449
+20
+0.8% +$5.18K 0.13% 36
2024
Q1 		$631K Buy
2,429
+139
+6% +$34.4K 0.13% 37
2023
Q4 		$543K Buy
2,290
+625
+38% +$138K 0.12% 42
2023
Q3 		$354K Hold
1,665
– – 0.09% 52
2023
Q2 		$367K Sell
1,665
-114
-6% -$23.8K 0.09% 53
2023
Q1 		$363K Sell
1,779
-1,849
-51% -$370K 0.1% 51
2022
Q4 		$694K Sell
3,628
-770
-18% -$148K 0.21% 34
2022
Q3 		$789K Buy
+4,398
New +$877K 0.27% 26
2022
Q1 		$1.23M Buy
5,401
+54
+1% +$12.1K 0.38% 24
2021
Q4 		$1.29M Buy
+5,347
New +$1.26M 0.39% 24

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SJS Investment Consulting's VTI Position: Q2 2026 in Review

SJS Investment Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.5% in Q2 2026, buying an estimated $64.7K and bringing the position to 2,598 shares worth $961K. The position accounts for 0.1% of the portfolio, ranked #54.

SJS Investment Consulting first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2021. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SJS Investment Consulting held 2,598 shares of Vanguard Morningstar Total Stock Market ETF worth $961K as of Q2 2026.
  • SJS Investment Consulting bought 181 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of SJS Investment Consulting's portfolio in Q2 2026, its #54 holding.
  • SJS Investment Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Vanguard Morningstar Total Stock Market ETF position peaked at $1.29M in Q4 2021.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.