Sonoma Allocations’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
$1.34M Buy
3,616
+17
+0.5% +$6.08K 0.42% 41
2026
Q1
$1.17M Buy
3,599
+2,883
+403% +$967K 0.4% 46
2025
Q4
$245K Sell
716
-128
-15% -$42.6K 0.08% 116
2025
Q3
$275K Buy
+844
New +$267K 0.1% 110

Other funds holding VTI

Sonoma Allocations's VTI Position: Q2 2026 in Review

Sonoma Allocations increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.47% in Q2 2026, buying an estimated $6.08K and bringing the position to 3,616 shares worth $1.34M. The position accounts for 0.42% of the portfolio, ranked #41.

Sonoma Allocations first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sonoma Allocations held 3,616 shares of Vanguard Morningstar Total Stock Market ETF worth $1.34M as of Q2 2026.
  • Sonoma Allocations bought 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.42% of Sonoma Allocations's portfolio in Q2 2026, its #41 holding.
  • Sonoma Allocations first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.