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Sowell Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sowell Financial Services’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 		$9.79M Buy
26,455
+2,756
+12% +$985K 0.32% 59
2026
Q1 		$7.6M Buy
23,699
+3,257
+16% +$1.09M 0.28% 68
2025
Q4 		$6.85M Buy
20,442
+15
+0.1% +$4.99K 0.25% 80
2025
Q3 		$6.7M Buy
20,427
+569
+3% +$180K 0.26% 77
2025
Q2 		$6.04M Buy
19,858
+434
+2% +$122K 0.25% 88
2025
Q1 		$5.34M Sell
19,424
-763
-4% -$222K 0.24% 88
2024
Q4 		$5.85M Sell
20,187
-228,961
-92% -$66.8M 0.31% 75
2024
Q3 		$70.8M Buy
249,148
+16
+0% +$4.36K 3.29% 2
2024
Q2 		$66.9M Buy
249,132
+4,699
+2% +$1.22M 3.19% 3
2024
Q1 		$63.5M Buy
244,433
+173,694
+246% +$43M 3% 2
2023
Q4 		$16.8M Buy
70,739
+3,659
+5% +$809K 0.91% 15
2023
Q3 		$14.2M Buy
67,080
+9,370
+16% +$2.07M 0.89% 18
2023
Q2 		$12.7M Sell
57,710
-14,697
-20% -$3.07M 0.71% 22
2023
Q1 		$14.8M Sell
72,407
-13,285
-16% -$2.66M 1.14% 9
2022
Q4 		$16.4M Buy
85,692
+3,541
+4% +$682K 1.06% 11
2022
Q3 		$14.7M Buy
+82,151
New +$16.4M 1.49% 8
2022
Q1 		– Sell
-154,224
Closed -$37.2M – 516
2021
Q4 		$37.2M Buy
154,224
+119,922
+350% +$28.3M 2.14% 7
2021
Q3 		$7.62M Sell
34,302
-1,254
-4% -$286K 0.51% 43
2021
Q2 		$7.92M Sell
35,556
-173,189
-83% -$37.6M 0.52% 40
2021
Q1 		$45.3M Sell
208,745
-7,879
-4% -$1.59M 1.58% 8
2020
Q4 		$42.2M Buy
216,624
+5,021
+2% +$918K 1.8% 8
2020
Q3 		$36M Buy
211,603
+21,771
+11% +$3.66M 1.8% 8
2020
Q2 		$29.7M Buy
189,832
+84,004
+79% +$12.4M 1.63% 9
2020
Q1 		$13.6M Buy
105,828
+84,434
+395% +$13.1M 1.01% 11
2019
Q4 		$3.5M Buy
21,394
+4,162
+24% +$652K 0.27% 78
2019
Q3 		$2.6M Buy
+17,232
New +$2.6M 0.22% 99
2019
Q1 		$1.71M Buy
11,845
+2,987
+34% +$417K 0.19% 118
2018
Q4 		$1.13M Buy
+8,858
New +$1.22M 0.16% 144

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

Sowell Financial Services's VTI Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $985K and bringing the position to 26,455 shares worth $9.79M. The position accounts for 0.32% of the portfolio, ranked #59.

Sowell Financial Services first reported a position in VTI in Q4 2018 and has held it in 28 quarters since. The position peaked at $70.8M in Q3 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sowell Financial Services held 26,455 shares of Vanguard Morningstar Total Stock Market ETF worth $9.79M as of Q2 2026.
  • Sowell Financial Services bought 2,756 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $985K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Sowell Financial Services's portfolio in Q2 2026, its #59 holding.
  • Sowell Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $70.8M in Q3 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.