Sunburst Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sunburst Financial 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 Q2	$1.58M	Sell	4,258 -13	-0.3%	-$4.65K	0.26%	42
2026 Q1	$1.37M	Buy	4,271 +825	+24%	+$277K	0.25%	43
2025 Q4	$1.16M	Sell	3,446 -72	-2%	-$24K	0.23%	45
2025 Q3	$1.15M	Sell	3,518 -848	-19%	-$268K	0.24%	45
2025 Q2	$1.33M	Sell	4,366 -4	-0.1%	-$1.13K	0.3%	40
2025 Q1	$1.2M	Sell	4,370 -80	-2%	-$23.2K	0.29%	40
2024 Q4	$1.29M	Sell	4,450 -436	-9%	-$127K	0.32%	40
2024 Q3	$1.38M	Sell	4,886 -32	-0.7%	-$8.73K	0.35%	38
2024 Q2	$1.32M	Buy	4,918 +58	+1%	+$15K	0.36%	37
2024 Q1	$1.26M	Sell	4,860 -49	-1%	-$12.1K	0.36%	37
2023 Q4	$1.16M	Sell	4,909 -100	-2%	-$22.1K	0.36%	37
2023 Q3	$1.06M	Buy	5,009 +36	+0.7%	+$7.97K	0.38%	36
2023 Q2	$1.1M	Buy	4,973 +9	+0.2%	+$1.88K	0.38%	38
2023 Q1	$1.01M	Buy	4,964 +167	+3%	+$33.4K	0.37%	35
2022 Q4	$917K	Buy	4,797 +2,032	+73%	+$392K	0.37%	35
2022 Q3	$496K	Buy	2,765 +37	+1%	+$7.37K	0.24%	51
2022 Q2	$515K	Buy	+2,728	New	+$560K	0.25%	53

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return