Stage Harbor Financial’s Vanguard 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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stage Harbor Financial's VTI Position: Q1 2026 in Review

Stage Harbor Financial held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 3,576 shares worth $1.15M. The position accounts for 0.76% of the portfolio, ranked #20.

Stage Harbor Financial first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Stage Harbor Financial held 3,576 shares of Vanguard Total Stock Market ETF worth $1.15M as of Q1 2026.
Stage Harbor Financial left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.76% of Stage Harbor Financial's portfolio in Q1 2026, its #20 holding.
Stage Harbor Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's Vanguard Total Stock Market ETF position peaked at $1.2M in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.