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Sunburst Financial Group’s Vanguard Morningstar 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

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

Sunburst Financial Group's VTI Position: Q2 2026 in Review

Sunburst Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.3% in Q2 2026, selling an estimated $4.65K and leaving 4,258 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #42.

Sunburst Financial Group first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sunburst Financial Group held 4,258 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q2 2026.
  • Sunburst Financial Group sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Sunburst Financial Group's portfolio in Q2 2026, its #42 holding.
  • Sunburst Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.