SGWM
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Sterling Group Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sterling Group Wealth Management’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
2025
Q2 		– Sell
-1,486
Closed -$408K – 62
2025
Q1 		$408K Sell
1,486
-93
-6% -$27K 0.22% 34
2024
Q4 		$458K Hold
1,579
– – 0.24% 32
2024
Q3 		$447K Buy
1,579
+187
+13% +$51K 0.24% 30
2024
Q2 		$372K Buy
+1,392
New +$360K 0.21% 33

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Sterling Group Wealth Management's VTI Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,486 shares — an estimated $408K sold.

Sterling Group Wealth Management first reported a position in VTI in Q2 2024 and held it in 4 quarters. The position peaked at $458K in Q4 2024. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Sterling Group Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Sterling Group Wealth Management sold 1,486 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $408K.
  • Sterling Group Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and held it in 4 quarters.
  • Sterling Group Wealth Management's Vanguard Total Stock Market ETF position peaked at $458K in Q4 2024.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.