Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sumitomo Mitsui Trust 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
Q3 		$4.42M Buy
11,800
+600
+5% +$225K ﹤0.01% 720
2026
Q2 		$4.14M Buy
11,200
+1,300
+13% +$465K ﹤0.01% 748
2026
Q1 		$3.18M Buy
9,900
+1,700
+21% +$570K ﹤0.01% 749
2025
Q4 		$2.75M Buy
8,200
+700
+9% +$233K ﹤0.01% 772
2025
Q3 		$2.46M Sell
7,500
-2,000
-21% -$632K ﹤0.01% 782
2025
Q2 		$2.89M Buy
9,500
+800
+9% +$225K ﹤0.01% 765
2025
Q1 		$2.39M Hold
8,700
– – ﹤0.01% 785
2024
Q4 		$2.52M Buy
8,700
+400
+5% +$117K ﹤0.01% 803
2024
Q3 		$2.35M Buy
8,300
+1,800
+28% +$491K ﹤0.01% 818
2024
Q2 		$1.74M Sell
6,500
-100
-2% -$25.9K ﹤0.01% 850
2024
Q1 		$1.72M Sell
6,600
-400
-6% -$99K ﹤0.01% 911
2023
Q4 		$1.66M Sell
7,000
-700
-9% -$155K ﹤0.01% 921
2023
Q3 		$1.64M Sell
7,700
-800
-9% -$177K ﹤0.01% 932
2023
Q2 		$1.87M Sell
8,500
-1,500
-15% -$313K ﹤0.01% 932
2023
Q1 		$2.04M Buy
10,000
+1,300
+15% +$260K ﹤0.01% 908
2022
Q4 		$1.66M Buy
8,700
+2,550
+41% +$491K ﹤0.01% 956
2022
Q3 		$1.1M Buy
6,150
+350
+6% +$69.8K ﹤0.01% 1020
2022
Q2 		$1.09M Buy
5,800
+100
+2% +$20.5K ﹤0.01% 1029
2022
Q1 		$1.3M Buy
5,700
+1,700
+43% +$382K ﹤0.01% 1015
2021
Q4 		$966K Buy
+4,000
New +$944K ﹤0.01% 1030

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group's VTI Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q3 2026, buying an estimated $225K and bringing the position to 11,800 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Sumitomo Mitsui Trust Group first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 11,800 shares of Vanguard Morningstar Total Stock Market ETF worth $4.42M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 600 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $225K.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #720 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.