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

Stonebridge Financial Planning 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	$273K	Sell	737 -70	-9%	-$25K	0.09%	157
2026 Q1	$259K	Hold	807	–	–	0.1%	154
2025 Q4	$270K	Sell	807 -20	-2%	-$6.65K	0.1%	150
2025 Q3	$271K	Buy	+827	New	+$261K	0.1%	152
2024 Q2	–	Sell	-850	Closed	-$221K	–	157
2024 Q1	$221K	Sell	850 -45	-5%	-$11.1K	0.12%	146
2023 Q4	$212K	Buy	+895	New	+$198K	0.12%	145
2022 Q2	–	Sell	-895	Closed	-$204K	–	127
2022 Q1	$204K	Hold	895	–	–	0.11%	108
2021 Q4	$199K	Hold	895	–	–	0.1%	122
2021 Q3	$215K	Sell	895 -50	-5%	-$11.4K	0.11%	119
2021 Q2	$214K	Hold	945	–	–	0.11%	118
2021 Q1	$202K	Hold	945	–	–	0.12%	109
2020 Q4	$184K	Hold	945	–	–	0.12%	107
2020 Q3	$168K	Hold	945	–	–	0.12%	101
2020 Q2	$149K	Hold	945	–	–	0.13%	105
2020 Q1	$129K	Hold	945	–	–	0.13%	104
2019 Q4	$155K	Buy	+945	New	+$148K	0.14%	106

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

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

Stonebridge Financial Planning Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.7% in Q2 2026, selling an estimated $25K and leaving 737 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #157.

Stonebridge Financial Planning Group first reported a position in VTI in Q4 2019 and has held it in 16 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stonebridge Financial Planning Group held 737 shares of Vanguard Morningstar Total Stock Market ETF worth $273K as of Q2 2026.
Stonebridge Financial Planning Group sold 70 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #157 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 16 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.