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

Sterling Investment 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
2026 Q2	$2.01M	Sell	5,440 -644	-11%	-$230K	1.1%	27
2026 Q1	$1.95M	Buy	6,084 +4,284	+238%	+$1.44M	1.17%	25
2025 Q4	$603K	Hold	1,800	–	–	0.34%	55
2025 Q3	$591K	Sell	1,800 -160	-8%	-$50.5K	0.35%	54
2025 Q2	$596K	Hold	1,960	–	–	0.39%	45
2025 Q1	$539K	Hold	1,960	–	–	0.38%	43
2024 Q4	$568K	Hold	1,960	–	–	0.45%	44
2024 Q3	$555K	Hold	1,960	–	–	0.42%	44
2024 Q2	$524K	Hold	1,960	–	–	0.4%	45
2024 Q1	$509K	Hold	1,960	–	–	0.36%	47
2023 Q4	$465K	Hold	1,960	–	–	0.34%	47
2023 Q3	$416K	Hold	1,960	–	–	0.37%	46
2023 Q2	$432K	Hold	1,960	–	–	0.34%	53
2023 Q1	$400K	Hold	1,960	–	–	0.32%	53
2022 Q4	$375K	Hold	1,960	–	–	0.3%	53
2022 Q3	$352K	Buy	+1,960	New	+$391K	0.3%	50

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

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

Sterling Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $230K and leaving 5,440 shares worth $2.01M. The position accounts for 1.1% of the portfolio, ranked #27.

Sterling Investment Management first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sterling Investment Management held 5,440 shares of Vanguard Morningstar Total Stock Market ETF worth $2.01M as of Q2 2026.
Sterling Investment Management sold 644 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $230K.
Vanguard Morningstar Total Stock Market ETF made up 1.1% of Sterling Investment Management's portfolio in Q2 2026, its #27 holding.
Sterling Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.