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Sound Income Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sound Income Strategies’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 		$2.08M Buy
5,617
+649
+13% +$232K 0.09% 152
2026
Q1 		$1.61M Sell
4,968
-4,274
-46% -$1.43M 0.08% 153
2025
Q4 		$3.16M Sell
9,242
-335
-3% -$111K 0.15% 128
2025
Q3 		$3.17M Sell
9,577
-370
-4% -$117K 0.17% 120
2025
Q2 		$3.02M Buy
9,947
+1,250
+14% +$352K 0.17% 106
2025
Q1 		$2.39M Buy
8,697
+6,887
+380% +$2M 0.14% 116
2024
Q4 		$525K Buy
1,810
+211
+13% +$61.6K 0.03% 164
2024
Q3 		$453K Buy
1,599
+430
+37% +$117K 0.03% 168
2024
Q2 		$313K Sell
1,169
-115
-9% -$29.8K 0.02% 188
2024
Q1 		$334K Buy
1,284
+922
+255% +$228K 0.02% 175
2023
Q4 		$85.9K Buy
362
+82
+29% +$18.1K 0.01% 309
2023
Q3 		$59.5K Buy
280
+6
+2% +$1.33K 0.01% 289
2023
Q2 		$60.4K Sell
274
-103
-27% -$21.5K 0.01% 281
2023
Q1 		$76.9K Sell
377
-342
-48% -$68.5K 0.01% 231
2022
Q4 		$137K Buy
719
+253
+54% +$48.8K 0.02% 164
2022
Q3 		$84K Buy
466
+140
+43% +$27.9K 0.01% 183
2022
Q2 		$61K Buy
326
+30
+10% +$6.16K 0.01% 203
2022
Q1 		$67K Buy
296
+57
+24% +$12.8K 0.01% 202
2021
Q4 		$58K Sell
239
-3
-1% -$708 0.01% 216
2021
Q3 		$54K Buy
242
+9
+4% +$2.05K 0.01% 219
2021
Q2 		$52K Buy
233
+10
+4% +$2.17K 0.01% 224
2021
Q1 		$46.1K Sell
223
-222
-50% -$44.9K 0.01% 225
2020
Q4 		$87K Buy
445
+1
+0.2% +$183 0.02% 160
2020
Q3 		$76K Sell
444
-30
-6% -$5.05K 0.02% 150
2020
Q2 		$74K Buy
474
+1
+0.2% +$147 0.02% 120
2020
Q1 		$61K Buy
473
+247
+109% +$38.2K 0.02% 112
2019
Q4 		$37K Buy
226
+1
+0.4% +$157 0.01% 158
2019
Q3 		$34K Buy
225
+1
+0.4% +$151 0.01% 156
2019
Q2 		$34K Sell
224
-116
-34% -$17.1K 0.01% 168
2019
Q1 		$49K Buy
340
+200
+143% +$27.9K 0.02% 129
2018
Q4 		$18K Sell
140
-147
-51% -$20.3K 0.01% 252
2018
Q3 		$43K Buy
287
+164
+133% +$24.1K 0.02% 148
2018
Q2 		$17K Sell
123
-246
-67% -$34.3K 0.01% 237
2018
Q1 		$50K Hold
369
– – 0.03% 119
2017
Q4 		$50K Buy
+369
New +$49.4K 0.03% 88

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sound Income Strategies's VTI Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $232K and bringing the position to 5,617 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #152.

Sound Income Strategies first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.17M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sound Income Strategies held 5,617 shares of Vanguard Morningstar Total Stock Market ETF worth $2.08M as of Q2 2026.
  • Sound Income Strategies bought 649 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Sound Income Strategies's portfolio in Q2 2026, its #152 holding.
  • Sound Income Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $3.17M in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.