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Sovereign Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sovereign Financial 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
Q2 		$2.26M Buy
6,102
+2
+0% +$715 0.35% 47
2026
Q1 		$1.96M Buy
6,100
+300
+5% +$101K 0.34% 50
2025
Q4 		$1.94M Sell
5,800
-24
-0.4% -$7.98K 0.34% 55
2025
Q3 		$1.91M Buy
5,824
+2,865
+97% +$905K 0.36% 53
2025
Q2 		$899K Buy
2,959
+526
+22% +$148K 0.19% 103
2025
Q1 		$669K Sell
2,433
-750
-24% -$218K 0.15% 122
2024
Q4 		$923K Buy
3,183
+868
+37% +$253K 0.21% 90
2024
Q3 		$655K Buy
2,315
+25
+1% +$6.82K 0.15% 126
2024
Q2 		$613K Sell
2,290
-1,234
-35% -$319K 0.15% 123
2024
Q1 		$916K Buy
3,524
+1,454
+70% +$360K 0.24% 82
2023
Q4 		$491K Buy
2,070
+30
+1% +$6.63K 0.15% 138
2023
Q3 		$433K Buy
2,040
+6
+0.3% +$1.33K 0.15% 137
2023
Q2 		$448K Buy
2,034
+188
+10% +$39.2K 0.15% 147
2023
Q1 		$377K Sell
1,846
-396
-18% -$79.3K 0.14% 149
2022
Q4 		$429K Buy
2,242
+355
+19% +$68.4K 0.17% 135
2022
Q3 		$339K Hold
1,887
– – 0.14% 140
2022
Q2 		$356K Hold
1,887
– – 0.14% 139
2022
Q1 		$430K Buy
1,887
+173
+10% +$38.9K 0.16% 136
2021
Q4 		$414K Buy
1,714
+57
+3% +$13.5K 0.17% 125
2021
Q3 		$368K Sell
1,657
-145
-8% -$33.1K 0.21% 110
2021
Q2 		$372K Hold
1,802
– – 0.23% 95
2021
Q1 		$372K Buy
1,802
+186
+12% +$37.6K 0.23% 93
2020
Q4 		$315K Buy
+1,616
New +$295K 0.23% 89

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sovereign Financial Group's VTI Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, buying an estimated $715 and bringing the position to 6,102 shares worth $2.26M. The position accounts for 0.35% of the portfolio, ranked #47.

Sovereign Financial Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sovereign Financial Group held 6,102 shares of Vanguard Morningstar Total Stock Market ETF worth $2.26M as of Q2 2026.
  • Sovereign Financial Group bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Sovereign Financial Group's portfolio in Q2 2026, its #47 holding.
  • Sovereign Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.