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Sunbelt Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sunbelt Securities’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
Q1 		$363K Sell
1,133
-1
-0.1% -$336 0.02% 479
2025
Q4 		$380K Buy
1,134
+304
+37% +$101K 0.03% 468
2025
Q3 		$272K Sell
830
-22
-3% -$6.95K 0.02% 555
2025
Q2 		$247K Buy
852
+418
+96% +$118K 0.02% 533
2025
Q1 		$119K Sell
434
-418
-49% -$121K 0.01% 696
2024
Q4 		$248K Buy
852
+17
+2% +$4.96K 0.02% 534
2024
Q3 		$236K Hold
835
– – 0.02% 548
2024
Q2 		$223K Buy
835
+62
+8% +$16K 0.02% 531
2024
Q1 		$201K Sell
773
-88
-10% -$21.8K 0.02% 533
2023
Q4 		$204K Buy
861
+95
+12% +$21K 0.03% 481
2023
Q3 		$163K Buy
766
+21
+3% +$4.65K 0.02% 533
2023
Q2 		$164K Buy
745
+74
+11% +$15.4K 0.02% 517
2023
Q1 		$135K Buy
+671
New +$134K 0.02% 514
2020
Q1 		– Sell
-4,736
Closed -$775K – 653
2019
Q4 		$775K Buy
4,736
+18
+0.4% +$2.82K 0.08% 234
2019
Q3 		$712K Buy
+4,718
New +$711K 0.08% 230
2018
Q4 		– Sell
-1,727
Closed -$258K – 248
2018
Q3 		$258K Sell
1,727
-521
-23% -$76.7K 0.14% 180
2018
Q2 		$316K Buy
2,248
+127
+6% +$17.7K 0.19% 153
2018
Q1 		$288K Buy
+2,121
New +$297K 0.26% 134
2017
Q4 		– Sell
-2,081
Closed -$270K – 174
2017
Q3 		$270K Buy
+2,081
New +$264K 0.28% 124

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

Sunbelt Securities's VTI Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q1 2026, selling an estimated $336 and leaving 1,133 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #479.

Sunbelt Securities first reported a position in VTI in Q3 2017 and has held it in 19 quarters since. The position peaked at $775K in Q4 2019. 3,579 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sunbelt Securities held 1,133 shares of Vanguard Morningstar Total Stock Market ETF worth $363K as of Q1 2026.
  • Sunbelt Securities sold 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #479 holding.
  • Sunbelt Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 19 quarters since.
  • Sunbelt Securities's Vanguard Morningstar Total Stock Market ETF position peaked at $775K in Q4 2019.
  • 3,579 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.