Stage Harbor Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stage Harbor Financial’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 Q3	$1.34M	Hold	3,576	–	–	0.76%	24
2026 Q2	$1.32M	Hold	3,576	–	–	0.76%	22
2026 Q1	$1.15M	Hold	3,576	–	–	0.76%	20
2025 Q4	$1.2M	Buy	3,576 +160	+5%	+$53.2K	0.81%	19
2025 Q3	$1.12M	Hold	3,416	–	–	0.82%	19
2025 Q2	$1.04M	Sell	3,416 -13	-0.4%	-$3.66K	0.84%	18
2025 Q1	$943K	Buy	3,429 +1,919	+127%	+$558K	0.8%	18
2024 Q4	$438K	Buy	1,510 +729	+93%	+$213K	0.38%	35
2024 Q3	$224K	Hold	781	–	–	0.2%	44
2024 Q2	$209K	Sell	781 -308	-28%	-$79.7K	0.2%	40
2024 Q1	$283K	Hold	1,089	–	–	0.26%	35
2023 Q4	$258K	Buy	+1,089	New	+$241K	0.25%	36

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stage Harbor Financial's VTI Position: Q3 2026 in Review

Stage Harbor Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 3,576 shares worth $1.34M. The position accounts for 0.76% of the portfolio, ranked #24.

Stage Harbor Financial first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Stage Harbor Financial held 3,576 shares of Vanguard Morningstar Total Stock Market ETF worth $1.34M as of Q3 2026.
Stage Harbor Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.76% of Stage Harbor Financial's portfolio in Q3 2026, its #24 holding.
Stage Harbor Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.