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Sound View Wealth Advisors Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sound View Wealth Advisors 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
2026
Q1 		$22.6M Sell
70,368
-5,537
-7% -$1.86M 1.54% 14
2025
Q4 		$25.4M Sell
75,905
-1,945
-2% -$647K 1.71% 11
2025
Q3 		$25.5M Buy
77,850
+509
+0.7% +$161K 1.76% 10
2025
Q2 		$23.5M Buy
77,341
+6,362
+9% +$1.79M 1.74% 9
2025
Q1 		$19.5M Sell
70,979
-4,419
-6% -$1.28M 1.6% 12
2024
Q4 		$21.9M Buy
75,398
+2,077
+3% +$606K 1.76% 10
2024
Q3 		$20.8M Buy
73,321
+21,113
+40% +$5.76M 1.69% 11
2024
Q2 		$14M Buy
52,208
+3,995
+8% +$1.03M 1.44% 15
2024
Q1 		$12.5M Buy
48,213
+15,027
+45% +$3.72M 1.34% 17
2023
Q4 		$7.87M Buy
33,186
+4,217
+15% +$932K 0.87% 29
2023
Q3 		$6.15M Buy
28,969
+86
+0.3% +$19K 0.77% 37
2023
Q2 		$6.36M Sell
28,883
-1,660
-5% -$346K 0.83% 32
2023
Q1 		$6.23M Sell
30,543
-2,643
-8% -$529K 0.86% 32
2022
Q4 		$7.87M Buy
33,186
+16,180
+95% +$3.12M 0.87% 29
2022
Q3 		$3.05M Sell
17,006
-35
-0.2% -$6.98K 0.68% 44
2022
Q2 		$3.21M Buy
17,041
+8,687
+104% +$1.78M 0.67% 42
2022
Q1 		$1.9M Buy
8,354
+5
+0.1% +$1.12K 0.36% 68
2021
Q4 		$2.02M Buy
8,349
+1,118
+15% +$264K 0.38% 64
2021
Q3 		$1.61M Buy
7,231
+2,060
+40% +$470K 0.34% 77
2021
Q2 		$1.15M Buy
5,171
+35
+0.7% +$7.6K 0.24% 102
2021
Q1 		$1.06M Sell
5,136
-9
-0.2% -$1.82K 0.25% 96
2020
Q4 		$1M Buy
5,145
+26
+0.5% +$4.75K 0.24% 98
2020
Q3 		$872K Buy
5,119
+1,486
+41% +$250K 0.23% 102
2020
Q2 		$569K Buy
3,633
+34
+0.9% +$5.01K 0.16% 123
2020
Q1 		$464K Buy
3,599
+1,807
+101% +$279K 0.16% 123
2019
Q4 		$293K Sell
1,792
-118
-6% -$18.5K 0.08% 194
2019
Q3 		$288K Sell
1,910
-669
-26% -$101K 0.09% 196
2019
Q2 		$387K Buy
+2,579
New +$380K 0.11% 162

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors Group's VTI Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q1 2026, selling an estimated $1.86M and leaving 70,368 shares worth $22.6M. The position accounts for 1.54% of the portfolio, ranked #14.

Sound View Wealth Advisors Group first reported a position in VTI in Q2 2019 and has held it in 28 quarters since. The position peaked at $25.5M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sound View Wealth Advisors Group held 70,368 shares of Vanguard Morningstar Total Stock Market ETF worth $22.6M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 5,537 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.86M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.54% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #14 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Morningstar Total Stock Market ETF position peaked at $25.5M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.