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

Sovran 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	$3.7M	Buy	10,113 +4,322	+75%	+$1.55M	0.28%	101
2026 Q1	$2.05M	Buy	5,791 +720	+14%	+$242K	0.16%	148
2025 Q4	$1.73M	Sell	5,071 -1,033	-17%	-$344K	0.15%	153
2025 Q3	$2.04M	Buy	6,104 +33	+0.5%	+$10.4K	0.18%	132
2025 Q2	$1.86M	Sell	6,071 -9,471	-61%	-$2.66M	0.19%	129
2025 Q1	$4.02M	Buy	15,542 +8,216	+112%	+$2.39M	0.52%	42
2024 Q4	$2.11M	Buy	+7,326	New	+$2.14M	0.3%	85

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sovran Advisors's VTI Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 75% in Q2 2026, buying an estimated $1.55M and bringing the position to 10,113 shares worth $3.7M. The position accounts for 0.28% of the portfolio, ranked #101.

Sovran Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02M in Q1 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sovran Advisors held 10,113 shares of Vanguard Morningstar Total Stock Market ETF worth $3.7M as of Q2 2026.
Sovran Advisors bought 4,322 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.55M.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Sovran Advisors's portfolio in Q2 2026, its #101 holding.
Sovran Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.02M in Q1 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.