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 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

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

Stage Harbor Financial's VTI Position: Q2 2026 in Review

Stage Harbor Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,576 shares worth $1.32M. The position accounts for 0.76% of the portfolio, ranked #22.

Stage Harbor Financial first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stage Harbor Financial held 3,576 shares of Vanguard Morningstar Total Stock Market ETF worth $1.32M as of Q2 2026.
Stage Harbor Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.76% of Stage Harbor Financial's portfolio in Q2 2026, its #22 holding.
Stage Harbor Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.