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Sunbeam Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sunbeam Capital 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
Q3 		$2.09M Buy
5,582
+12
+0.2% +$4.5K 0.96% 21
2026
Q2 		$2.06M Buy
5,570
+3,241
+139% +$1.16M 0.94% 21
2026
Q1 		$747K Buy
+2,329
New +$781K 0.43% 47

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

Sunbeam Capital Management's VTI Position: Q3 2026 in Review

Sunbeam Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.22% in Q3 2026, buying an estimated $4.5K and bringing the position to 5,582 shares worth $2.09M. The position accounts for 0.96% of the portfolio, ranked #21.

Sunbeam Capital Management first reported a position in VTI in Q1 2026 and has held it in 3 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Sunbeam Capital Management held 5,582 shares of Vanguard Morningstar Total Stock Market ETF worth $2.09M as of Q3 2026.
  • Sunbeam Capital Management bought 12 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $4.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.96% of Sunbeam Capital Management's portfolio in Q3 2026, its #21 holding.
  • Sunbeam Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.