Sugar Maple Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sugar Maple Asset 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	$322K	Hold	1,005	–	–	0.2%	67
2025 Q4	$337K	Hold	1,005	–	–	0.23%	64
2025 Q3	$330K	Sell	1,005 -50	-5%	-$15.8K	0.24%	64
2025 Q2	$321K	Sell	1,055 -123	-10%	-$34.6K	0.25%	56
2025 Q1	$324K	Sell	1,178 -225	-16%	-$65.4K	0.25%	50
2024 Q4	$407K	Sell	1,403 -100	-7%	-$29.2K	0.31%	40
2024 Q3	$426K	Sell	1,503 -21	-1%	-$5.73K	0.37%	41
2024 Q2	$408K	Hold	1,524	–	–	0.39%	36
2024 Q1	$396K	Buy	+1,524	New	+$377K	0.38%	38

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

Sugar Maple Asset Management's VTI Position: Q1 2026 in Review

Sugar Maple Asset Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,005 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #67.

Sugar Maple Asset Management first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $426K in Q3 2024. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Sugar Maple Asset Management held 1,005 shares of Vanguard Total Stock Market ETF worth $322K as of Q1 2026.
Sugar Maple Asset Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.2% of Sugar Maple Asset Management's portfolio in Q1 2026, its #67 holding.
Sugar Maple Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's Vanguard Total Stock Market ETF position peaked at $426K in Q3 2024.
3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.