Sunrise Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sunrise Financial Services’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	$1.65M	Buy	4,446 +93	+2%	+$33.3K	0.98%	22
2026 Q1	$1.4M	Sell	4,353 -10,938	-72%	-$3.67M	0.99%	22
2025 Q4	$5.13M	Buy	+15,291	New	+$5.09M	3.86%	9

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunrise Financial Services's VTI Position: Q2 2026 in Review

Sunrise Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, buying an estimated $33.3K and bringing the position to 4,446 shares worth $1.65M. The position accounts for 0.98% of the portfolio, ranked #22.

Sunrise Financial Services first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.13M in Q4 2025. 3,673 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sunrise Financial Services held 4,446 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65M as of Q2 2026.
Sunrise Financial Services bought 93 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $33.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.98% of Sunrise Financial Services's portfolio in Q2 2026, its #22 holding.
Sunrise Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
Sunrise Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $5.13M in Q4 2025.
3,673 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.