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

Sterling 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
2026 Q2	$44.3M	Sell	119,686 -1,040	-0.9%	-$372K	11.01%	1
2026 Q1	$38.7M	Buy	120,726 +2,595	+2%	+$871K	10.63%	1
2025 Q4	$39.6M	Sell	118,131 -747	-0.6%	-$249K	11.3%	1
2025 Q3	$39M	Buy	118,878 +5,610	+5%	+$1.77M	11.83%	1
2025 Q2	$34.4M	Buy	+113,268	New	+$31.9M	11.73%	1
2024 Q4	$32.9M	Buy	113,675 +3,519	+3%	+$1.03M	12.17%	1
2024 Q3	$31.2M	Sell	110,156 -7,004	-6%	-$1.91M	11.64%	1
2024 Q2	$31.3M	Buy	117,160 +6	+0%	+$1.55K	14.88%	1
2024 Q1	$30.4M	Buy	117,154 +4,719	+4%	+$1.17M	15.15%	1
2023 Q4	$26.7M	Buy	+112,435	New	+$24.9M	15%	1

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 Wealth Management's VTI Position: Q2 2026 in Review

Sterling Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.86% in Q2 2026, selling an estimated $372K and leaving 119,686 shares worth $44.3M. The position accounts for 11.01% of the portfolio, ranked #1.

Sterling Wealth Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sterling Wealth Management held 119,686 shares of Vanguard Morningstar Total Stock Market ETF worth $44.3M as of Q2 2026.
Sterling Wealth Management sold 1,040 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $372K.
Vanguard Morningstar Total Stock Market ETF made up 11.01% of Sterling Wealth Management's portfolio in Q2 2026, its #1 holding.
Sterling Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.