Stonebridge Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stonebridge Financial Group’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	$839K	Buy	+2,268	New	+$811K	0.12%	123

Other funds holding VTI

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Stonebridge Financial Group's VTI Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,268 shares worth $839K. The stake represents 0.12% of the portfolio and ranks #123 among its holdings.

3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stonebridge Financial Group held 2,268 shares of Vanguard Morningstar Total Stock Market ETF worth $839K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Stonebridge Financial Group position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Stonebridge Financial Group's portfolio in Q2 2026, its #123 holding.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.