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Sunesis Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sunesis Advisors’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 		$97.4M Sell
263,225
-3,437
-1% -$1.23M 40.27% 1
2026
Q1 		$85.5M Buy
266,662
+1,019
+0.4% +$342K 38.66% 1
2025
Q4 		$89.1M Sell
265,643
-5,027
-2% -$1.67M 40.33% 1
2025
Q3 		$88.8M Buy
+270,670
New +$85.5M 41.49% 1
2025
Q1 		$72.8M Sell
264,854
-4,642
-2% -$1.35M 39.49% 1
2024
Q4 		$78.1M Sell
269,496
-6,113
-2% -$1.78M 47.48% 1
2024
Q3 		$78M Sell
275,609
-547
-0.2% -$149K 47.06% 1
2024
Q2 		$73.9M Sell
276,156
-5,070
-2% -$1.31M 43.9% 1
2024
Q1 		$73.1M Buy
281,226
+3,964
+1% +$981K 42.77% 1
2023
Q4 		$65.8M Buy
277,262
+309
+0.1% +$68.3K 40.08% 1
2023
Q3 		$58.8M Buy
+276,953
New +$61.3M 41.72% 1
2023
Q1 		$56.9M Sell
278,919
-6,118
-2% -$1.22M 40.96% 1
2022
Q4 		$54.5M Buy
285,037
+2,628
+0.9% +$506K 34.87% 1
2022
Q3 		$50.7M Buy
282,409
+2
+0% +$399 34.88% 1
2022
Q2 		$53.3M Buy
282,407
+17,225
+6% +$3.54M 34.61% 1
2022
Q1 		$60.4M Sell
265,182
-1,240
-0.5% -$279K 34.96% 1
2021
Q4 		$64.3M Sell
266,422
-1,439
-0.5% -$340K 47.15% 1
2021
Q3 		$59.5M Sell
267,861
-6,736
-2% -$1.54M 45.93% 1
2021
Q2 		$61.2M Buy
+274,597
New +$59.6M 46.84% 1
2021
Q1 		– Sell
-275,167
Closed -$55.7M – 1
2020
Q4 		$53.6M Sell
275,167
-776
-0.3% -$142K 43.32% 1
2020
Q3 		$47M Sell
275,943
-7,720
-3% -$1.3M 41.8% 1
2020
Q2 		$44.4M Sell
283,663
-1,512
-0.5% -$223K 40.87% 1
2020
Q1 		$36.8M Buy
285,175
+6,344
+2% +$981K 36.98% 1
2019
Q4 		$45.6M Buy
278,831
+17,984
+7% +$2.82M 41.53% 1
2019
Q3 		$39.4M Buy
260,847
+5,201
+2% +$784K 40.88% 1
2019
Q2 		$38.4M Sell
255,646
-5,044
-2% -$743K 41.12% 1
2019
Q1 		$37.7M Sell
260,690
-5,412
-2% -$755K 38.02% 1
2018
Q4 		$34M Buy
266,102
+9,745
+4% +$1.35M 37.05% 1
2018
Q3 		$38.4M Buy
256,357
+74,879
+41% +$11M 38.71% 1
2018
Q2 		$25.5M Buy
+181,478
New +$25.3M 31.27% 1

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

Sunesis Advisors's VTI Position: Q2 2026 in Review

Sunesis Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $1.23M and leaving 263,225 shares worth $97.4M. The position accounts for 40.27% of the portfolio, ranked #1.

Sunesis Advisors first reported a position in VTI in Q2 2018 and has held it in 30 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sunesis Advisors held 263,225 shares of Vanguard Morningstar Total Stock Market ETF worth $97.4M as of Q2 2026.
  • Sunesis Advisors sold 3,437 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.23M.
  • Vanguard Morningstar Total Stock Market ETF made up 40.27% of Sunesis Advisors's portfolio in Q2 2026, its #1 holding.
  • Sunesis Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 30 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.