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Stonebridge Financial Group, LLC/CA’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$839K Buy
+2,268
New +$811K 0.12% 123

Other funds holding VTI

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VTI Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,268 shares worth $839K. The stake represents 0.12% of the portfolio and ranks #123 among its holdings.

3,294 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 2,268 shares of Vanguard Morningstar Total Stock Market ETF worth $839K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #123 holding.
  • 3,294 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.