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Sonora Investment Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$1.31M Sell
3,992
-71
-2% -$22.4K 0.09% 117
2025
Q2 		$1.23M Buy
4,063
+1,448
+55% +$407K 0.09% 119
2025
Q1 		$719K Buy
2,615
+607
+30% +$176K 0.06% 141
2024
Q4 		$582K Sell
2,008
-49
-2% -$14.3K 0.04% 158
2024
Q3 		$582K Sell
2,057
-7,547
-79% -$2.06M 0.04% 160
2024
Q2 		$2.5M Hold
9,604
– – 0.2% 101
2024
Q1 		$2.5M Buy
9,604
+7,122
+287% +$1.76M 0.2% 101
2023
Q4 		$589K Buy
2,482
+36
+1% +$7.96K 0.05% 155
2023
Q3 		$520K Sell
2,446
-1,048
-30% -$232K 0.04% 160
2023
Q2 		$770K Sell
3,494
-567
-14% -$118K 0.06% 144
2023
Q1 		$829K Sell
4,061
-17
-0.4% -$3.4K 0.07% 143
2022
Q4 		$780K Buy
4,078
+2,531
+164% +$488K 0.07% 143
2022
Q3 		$292K Hold
1,547
– – 0.04% 158
2022
Q2 		$292K Buy
1,547
+35
+2% +$7.19K 0.03% 191
2022
Q1 		$344K Buy
1,512
+34
+2% +$7.65K 0.04% 159
2021
Q4 		$357K Buy
+1,478
New +$349K 0.04% 161

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Sonora Investment Management Group's VTI Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q3 2025, selling an estimated $22.4K and leaving 3,992 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #117.

Sonora Investment Management Group first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.5M in Q2 2024. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Sonora Investment Management Group held 3,992 shares of Vanguard Morningstar Total Stock Market ETF worth $1.31M as of Q3 2025.
  • Sonora Investment Management Group sold 71 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $22.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Sonora Investment Management Group's portfolio in Q3 2025, its #117 holding.
  • Sonora Investment Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.5M in Q2 2024.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.