Sonoma Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sonoma Private Wealth’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	$1.05M	Buy	2,837 +650	+30%	+$232K	1.13%	28
2026 Q1	$702K	Hold	2,187	–	–	0.86%	35
2025 Q4	$733K	Hold	2,187	–	–	0.89%	33
2025 Q3	$718K	Hold	2,187	–	–	0.86%	32
2025 Q2	$665K	Hold	2,187	–	–	0.82%	33
2025 Q1	$601K	Hold	2,187	–	–	0.83%	36
2024 Q4	$634K	Buy	2,187 +1	+0%	+$292	1.02%	37
2024 Q3	$619K	Hold	2,186	–	–	0.96%	33
2024 Q2	$585K	Hold	2,186	–	–	0.95%	37
2024 Q1	$568K	Hold	2,186	–	–	0.91%	41
2023 Q4	$519K	Hold	2,186	–	–	0.86%	44
2023 Q3	$464K	Hold	2,186	–	–	0.85%	48
2023 Q2	$482K	Hold	2,186	–	–	0.84%	49
2023 Q1	$446K	Buy	2,186 +436	+25%	+$87.3K	0.89%	42
2022 Q4	$335K	Buy	+1,750	New	+$337K	0.74%	47

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

Sonoma Private Wealth's VTI Position: Q2 2026 in Review

Sonoma Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q2 2026, buying an estimated $232K and bringing the position to 2,837 shares worth $1.05M. The position accounts for 1.13% of the portfolio, ranked #28.

Sonoma Private Wealth first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sonoma Private Wealth held 2,837 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q2 2026.
Sonoma Private Wealth bought 650 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $232K.
Vanguard Morningstar Total Stock Market ETF made up 1.13% of Sonoma Private Wealth's portfolio in Q2 2026, its #28 holding.
Sonoma Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.