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Sovereign Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sovereign Investment Advisors’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 		$11.5M Buy
31,078
+87
+0.3% +$31.1K 2.16% 16
2026
Q1 		$9.94M Buy
30,991
+1,083
+4% +$363K 2.11% 15
2025
Q4 		$10M Sell
29,908
-1,147
-4% -$382K 2.51% 14
2025
Q3 		$10.2M Buy
31,055
+118
+0.4% +$37.3K 2.78% 12
2025
Q2 		$9.4M Buy
30,937
+384
+1% +$108K 2.59% 13
2025
Q1 		$7.94M Sell
30,553
-273
-0.9% -$79.3K 2.76% 11
2024
Q4 		$8.93M Buy
30,826
+166
+0.5% +$48.4K 2.66% 14
2024
Q3 		$8.68M Buy
30,660
+213
+0.7% +$58.1K 2.85% 12
2024
Q2 		$7.22M Sell
30,447
-106
-0.3% -$27.4K 2.69% 13
2024
Q1 		$7.94M Buy
30,553
+106
+0.3% +$26.2K 2.74% 11
2023
Q4 		$7.22M Buy
30,447
+126
+0.4% +$27.9K 2.69% 13
2023
Q3 		$6.44M Buy
30,321
+461
+2% +$102K 2.53% 14
2023
Q2 		$6.58M Buy
29,860
+113
+0.4% +$23.6K 2.49% 15
2023
Q1 		$6.07M Sell
29,747
-3,187
-10% -$638K 2.41% 15
2022
Q4 		$6.3M Buy
32,934
+144
+0.4% +$27.8K 2.64% 13
2022
Q3 		$5.88M Buy
32,790
+129
+0.4% +$25.7K 2.63% 14
2022
Q2 		$6.16M Buy
32,661
+114
+0.4% +$23.4K 2.67% 14
2022
Q1 		$7.41M Sell
32,547
-2,109
-6% -$474K 2.92% 10
2021
Q4 		$8.37M Sell
34,656
-4,344
-11% -$1.03M 3.26% 7
2021
Q3 		$8.66M Buy
39,000
+93
+0.2% +$21.2K 3.45% 7
2021
Q2 		$8.67M Buy
38,907
+88
+0.2% +$19.1K 3.27% 7
2021
Q1 		$8.02M Buy
38,819
+8,202
+27% +$1.66M 3.19% 8
2020
Q4 		$5.96M Buy
30,617
+242
+0.8% +$44.2K 2.42% 12
2020
Q3 		$5.17M Buy
30,375
+135
+0.4% +$22.7K 2.03% 14
2020
Q2 		$4.73M Buy
30,240
+148
+0.5% +$21.8K 2.15% 12
2020
Q1 		$3.88M Hold
30,092
– – 2.01% 11
2019
Q4 		$4.92M Buy
+30,092
New +$4.71M 2.23% 12

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 Investment Advisors's VTI Position: Q2 2026 in Review

Sovereign Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $31.1K and bringing the position to 31,078 shares worth $11.5M. The position accounts for 2.16% of the portfolio, ranked #16.

Sovereign Investment Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sovereign Investment Advisors held 31,078 shares of Vanguard Morningstar Total Stock Market ETF worth $11.5M as of Q2 2026.
  • Sovereign Investment Advisors bought 87 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.16% of Sovereign Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Sovereign Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.