Sulzberger Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sulzberger Capital Advisors’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	$3.28M	Sell	8,865 -385	-4%	-$138K	3.2%	9
2026 Q1	$2.97M	Sell	9,250 -49	-0.5%	-$16.4K	3.03%	12
2025 Q4	$3.12M	Sell	9,299 -981	-10%	-$326K	3.15%	10
2025 Q3	$3.37M	Sell	10,280 -396	-4%	-$125K	3.76%	6
2025 Q2	$3.24M	Sell	10,676 -2,200	-17%	-$619K	3.8%	5
2025 Q1	$3.54M	Sell	12,876 -7,521	-37%	-$2.19M	4.65%	4
2024 Q4	$5.91M	Buy	+20,397	New	+$5.95M	6.68%	4

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

Sulzberger Capital Advisors's VTI Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $138K and leaving 8,865 shares worth $3.28M. The position accounts for 3.2% of the portfolio, ranked #9.

Sulzberger Capital Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sulzberger Capital Advisors held 8,865 shares of Vanguard Morningstar Total Stock Market ETF worth $3.28M as of Q2 2026.
Sulzberger Capital Advisors sold 385 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $138K.
Vanguard Morningstar Total Stock Market ETF made up 3.2% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #9 holding.
Sulzberger Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $5.91M in Q4 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.