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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Sunbeam Capital Management's VTI Position: Q2 2026 in Review

Sunbeam Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 139% in Q2 2026, buying an estimated $1.16M and bringing the position to 5,570 shares worth $2.06M. The position accounts for 0.94% of the portfolio, ranked #21.

Sunbeam Capital Management first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 1,985 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sunbeam Capital Management held 5,570 shares of Vanguard Morningstar Total Stock Market ETF worth $2.06M as of Q2 2026.
  • Sunbeam Capital Management bought 3,241 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.94% of Sunbeam Capital Management's portfolio in Q2 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 2 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.