Sterling Wealth Management’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Wealth Management's VTI Position: Q1 2026 in Review

Sterling Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.2% in Q1 2026, buying an estimated $871K and bringing the position to 120,726 shares worth $38.7M. The position accounts for 10.63% of the portfolio, ranked #1.

Sterling Wealth Management first reported a position in VTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $39.6M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Sterling Wealth Management held 120,726 shares of Vanguard Total Stock Market ETF worth $38.7M as of Q1 2026.
Sterling Wealth Management bought 2,595 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $871K.
Vanguard Total Stock Market ETF made up 10.63% of Sterling Wealth Management's portfolio in Q1 2026, its #1 holding.
Sterling Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard Total Stock Market ETF position peaked at $39.6M in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.