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Sterling Investment Advisors (Pennsylvania)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$1.04M Buy
2,818
+5
+0.2% +$1.79K 0.17% 102
2026
Q1 		$902K Buy
2,813
+16
+0.6% +$5.37K 0.16% 105
2025
Q4 		$938K Sell
2,797
-1
-0% -$333 0.17% 101
2025
Q3 		$918K Buy
2,798
+9
+0.3% +$2.84K 0.18% 99
2025
Q2 		$848K Buy
2,789
+80
+3% +$22.5K 0.19% 102
2025
Q1 		$744K Buy
+2,709
New +$787K 0.18% 101
2022
Q3 		– Sell
-579
Closed -$109K – 513
2022
Q2 		$109K Buy
579
+95
+20% +$19.5K 0.04% 174
2022
Q1 		$110K Sell
484
-125
-21% -$28.1K 0.03% 184
2021
Q4 		$147K Buy
609
+42
+7% +$9.91K 0.04% 168
2021
Q3 		$126K Buy
567
+402
+244% +$91.7K 0.04% 174
2021
Q2 		$37K Hold
165
– – 0.01% 292
2021
Q1 		$34K Hold
165
– – 0.01% 273
2020
Q4 		$32K Hold
165
– – 0.01% 264
2020
Q3 		$28K Hold
165
– – 0.01% 260
2020
Q2 		$25K Hold
165
– – 0.01% 274
2020
Q1 		$21K Buy
165
+41
+33% +$6.34K 0.01% 259
2019
Q4 		$20K Sell
124
-1
-0.8% -$157 0.01% 296
2019
Q3 		$19K Hold
125
– – 0.01% 301
2019
Q2 		$19K Hold
125
– – 0.01% 301
2019
Q1 		$18K Hold
125
– – 0.01% 302
2018
Q4 		$15K Sell
125
-2
-2% -$276 0.01% 307
2018
Q3 		$19K Hold
127
– – 0.01% 312
2018
Q2 		$17K Hold
127
– – 0.01% 305
2018
Q1 		$17K Hold
127
– – 0.01% 288
2017
Q4 		$17K Hold
127
– – 0.01% 271
2017
Q3 		$16K Hold
127
– – 0.01% 272
2017
Q2 		$16K Hold
127
– – 0.01% 274
2017
Q1 		$15K Hold
127
– – 0.01% 271
2016
Q4 		$15K Buy
+127
New +$14.3K 0.01% 239

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

Sterling Investment Advisors (Pennsylvania)'s VTI Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, buying an estimated $1.79K and bringing the position to 2,818 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #102.

Sterling Investment Advisors (Pennsylvania) first reported a position in VTI in Q4 2016 and has held it in 29 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 2,818 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #102 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 29 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.