SSWM
VTI icon

Strait & Sound Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Strait & Sound 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 		$410K Hold
1,109
– – 0.14% 108
2026
Q1 		$356K Sell
1,109
-15
-1% -$5.03K 0.13% 116
2025
Q4 		$377K Buy
1,124
+10
+0.9% +$3.33K 0.14% 106
2025
Q3 		$366K Sell
1,114
-71
-6% -$22.4K 0.14% 110
2025
Q2 		$360K Sell
1,185
-22
-2% -$6.19K 0.15% 106
2025
Q1 		$332K Buy
1,207
+18
+2% +$5.23K 0.15% 105
2024
Q4 		$345K Sell
1,189
-303
-20% -$88.4K 0.16% 100
2024
Q3 		$422K Buy
1,492
+10
+0.7% +$2.73K 0.21% 86
2024
Q2 		$396K Buy
1,482
+142
+11% +$36.8K 0.2% 84
2024
Q1 		$344K Sell
1,340
-40
-3% -$9.9K 0.19% 86
2023
Q4 		$324K Buy
1,380
+40
+3% +$8.84K 0.2% 86
2023
Q3 		$285K Sell
1,340
-17
-1% -$3.76K 0.24% 93
2023
Q2 		$299K Sell
1,357
-701
-34% -$146K 0.3% 73
2023
Q1 		$420K Buy
2,058
+200
+11% +$40K 0.42% 58
2022
Q4 		$371K Buy
+1,858
New +$358K 0.41% 65

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strait & Sound Wealth Management's VTI Position: Q2 2026 in Review

Strait & Sound Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,109 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #108.

Strait & Sound Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $422K in Q3 2024. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strait & Sound Wealth Management held 1,109 shares of Vanguard Morningstar Total Stock Market ETF worth $410K as of Q2 2026.
  • Strait & Sound Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Strait & Sound Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $422K in Q3 2024.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.