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Sterling Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sterling Investment Counsel’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 		$308K Buy
833
+95
+13% +$34K 0.07% 149
2026
Q1 		$237K Hold
738
– – 0.07% 179
2025
Q4 		$247K Sell
738
-44
-6% -$14.6K 0.07% 154
2025
Q3 		$257K Buy
+782
New +$247K 0.08% 116
2025
Q2 		– Sell
-782
Closed -$215K – 177
2025
Q1 		$215K Buy
+782
New +$227K 0.07% 163
2024
Q4 		– Sell
-783
Closed -$222K – 174
2024
Q3 		$222K Hold
783
– – 0.08% 157
2024
Q2 		$209K Sell
783
-93
-11% -$24.1K 0.08% 152
2024
Q1 		$228K Hold
876
– – 0.11% 150
2023
Q4 		$208K Buy
+876
New +$194K 0.11% 150
2022
Q2 		– Sell
-1,396
Closed -$318K – 160
2022
Q1 		$318K Buy
1,396
+489
+54% +$110K 0.21% 107
2021
Q4 		$219K Buy
+907
New +$214K 0.15% 131

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Sterling Investment Counsel's VTI Position: Q2 2026 in Review

Sterling Investment Counsel increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $34K and bringing the position to 833 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #149.

Sterling Investment Counsel first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $318K in Q1 2022. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sterling Investment Counsel held 833 shares of Vanguard Morningstar Total Stock Market ETF worth $308K as of Q2 2026.
  • Sterling Investment Counsel bought 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #149 holding.
  • Sterling Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
  • Sterling Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $318K in Q1 2022.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.