Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC expanded its ETF allocations in the first quarter, initiating a position in Vanguard S&P 500 ETF (VOO) with about 24,757 shares valued around $14.8 million, making it the firm’s 4th largest holding. It also opened a stake in Schwab Government Money Market ETF (SGVT) by purchasing 13,338 shares for roughly $1.34 million, about 1% of its portfolio and its 16th largest holding. The firm added to its Vanguard Dividend Appreciation ETF (VIG) position, acquiring 11,381 shares for about $2.45 million, ranking 10th in its holdings. Additionally, Stone Loft bought into Vanguard Extended Market ETF (VXF) with 21,630 shares valued at roughly $4.45 million, making it the 7th largest holding. Other institutional investors also adjusted holdings in these ETFs, signaling broader activity in these products from entities such as Morgan Stanley, Bank of America, Vanguard Group, and others. The moves reflect a diversified tilt toward core large-cap exposure, dividend-focused allocations, and extended-market strategies within Stone Loft’s portfolio.