SGI
VTI icon

Summit Global Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Summit Global Investments’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 		$4.62M Sell
12,497
-75
-0.6% -$26.8K 0.25% 50
2026
Q1 		$4.03M Sell
12,572
-451
-3% -$151K 0.24% 52
2025
Q4 		$4.37M Buy
13,023
+689
+6% +$229K 0.26% 45
2025
Q3 		$4.05M Buy
12,334
+2,593
+27% +$819K 0.24% 66
2025
Q2 		$2.96M Buy
9,741
+591
+6% +$166K 0.17% 85
2025
Q1 		$2.52M Sell
9,150
-36
-0.4% -$10.5K 0.18% 75
2024
Q4 		$2.66M Sell
9,186
-3,006
-25% -$877K 0.17% 113
2024
Q3 		$3.45M Sell
12,192
-2,082
-15% -$568K 0.22% 85
2024
Q2 		$3.82M Sell
14,274
-601
-4% -$156K 0.26% 82
2024
Q1 		$3.87M Buy
14,875
+9,215
+163% +$2.28M 0.29% 78
2023
Q4 		$1.34M Buy
5,660
+1,251
+28% +$277K 0.09% 188
2023
Q3 		$937K Buy
4,409
+430
+11% +$95.2K 0.06% 236
2023
Q2 		$876K Buy
3,979
+1
+0% +$209 0.06% 260
2023
Q1 		$812K Buy
3,978
+3
+0.1% +$601 0.06% 281
2022
Q4 		$760K Sell
3,975
-191
-5% -$36.8K 0.06% 246
2022
Q3 		$748K Sell
4,166
-254
-6% -$50.6K 0.07% 242
2022
Q2 		$834K Buy
4,420
+2,207
+100% +$453K 0.07% 243
2022
Q1 		$504K Sell
2,213
-31
-1% -$6.97K 0.04% 331
2021
Q4 		$542K Buy
2,244
+51
+2% +$12K 0.03% 337
2021
Q3 		$487K Sell
2,193
-278
-11% -$63.4K 0.04% 311
2021
Q2 		$551K Buy
2,471
+1,413
+134% +$307K 0.03% 338
2021
Q1 		$219K Buy
+1,058
New +$214K 0.01% 508

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

Summit Global Investments's VTI Position: Q2 2026 in Review

Summit Global Investments reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.6% in Q2 2026, selling an estimated $26.8K and leaving 12,497 shares worth $4.62M. The position accounts for 0.25% of the portfolio, ranked #50.

Summit Global Investments first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Summit Global Investments held 12,497 shares of Vanguard Morningstar Total Stock Market ETF worth $4.62M as of Q2 2026.
  • Summit Global Investments sold 75 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $26.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Summit Global Investments's portfolio in Q2 2026, its #50 holding.
  • Summit Global Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.