Sugar Maple Asset Management’s Vanguard Morningstar 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 Q2	$372K	Hold	1,005	–	–	0.24%	65
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 $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

Sugar Maple Asset Management's VTI Position: Q2 2026 in Review

Sugar Maple Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,005 shares worth $372K. The position accounts for 0.24% of the portfolio, ranked #65.

Sugar Maple Asset Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $426K in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sugar Maple Asset Management held 1,005 shares of Vanguard Morningstar Total Stock Market ETF worth $372K as of Q2 2026.
Sugar Maple Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Sugar Maple Asset Management's portfolio in Q2 2026, its #65 holding.
Sugar Maple Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $426K in Q3 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.