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

Bluestem Financial 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 		$5.4M Sell
14,581
-1,731
-11% -$619K 1.89% 11
2026
Q1 		$5.23M Buy
16,312
+647
+4% +$217K 2.02% 10
2025
Q4 		$5.25M Buy
15,665
+466
+3% +$155K 2.03% 10
2025
Q3 		$4.99M Sell
15,199
-43
-0.3% -$13.6K 1.95% 11
2025
Q2 		$4.63M Sell
15,242
-296
-2% -$83.3K 1.99% 12
2025
Q1 		$4.27M Sell
15,538
-32
-0.2% -$9.3K 2% 12
2024
Q4 		$4.51M Sell
15,570
-102
-0.7% -$29.8K 2.12% 11
2024
Q3 		$4.44M Buy
15,672
+348
+2% +$94.9K 2.07% 11
2024
Q2 		$4.1M Sell
15,324
-1,055
-6% -$273K 2.07% 9
2024
Q1 		$4.26M Buy
16,379
+2
+0% +$495 2.2% 9
2023
Q4 		$3.88M Buy
16,377
+54
+0.3% +$11.9K 2.26% 9
2023
Q3 		$3.47M Sell
16,323
-158
-1% -$35K 2.11% 10
2023
Q2 		$3.63M Buy
16,481
+11
+0.1% +$2.29K 2.2% 9
2023
Q1 		$3.36M Buy
16,470
+5
+0% +$1K 2.07% 10
2022
Q4 		$3.15M Sell
16,465
-276
-2% -$53.2K 2.07% 10
2022
Q3 		$3M Sell
16,741
-400
-2% -$79.7K 2.13% 10
2022
Q2 		$3.23M Buy
17,141
+42
+0.2% +$8.63K 2.25% 9
2022
Q1 		$3.89M Buy
17,099
+8,195
+92% +$1.84M 2.44% 8
2021
Q4 		$2.15M Buy
8,904
+130
+1% +$30.7K 1.34% 10
2021
Q3 		$1.95M Sell
8,774
-117
-1% -$26.7K 1.27% 10
2021
Q2 		$1.98M Sell
8,891
-84
-0.9% -$18.2K 1.34% 10
2021
Q1 		$1.85M Buy
8,975
+14
+0.2% +$2.83K 1.32% 10
2020
Q4 		$1.74M Buy
8,961
+11
+0.1% +$2.01K 1.28% 10
2020
Q3 		$1.52M Buy
8,950
+22
+0.2% +$3.7K 1.28% 10
2020
Q2 		$1.4M Sell
8,928
-203
-2% -$29.9K 1.28% 10
2020
Q1 		$1.18M Sell
9,131
-126
-1% -$19.5K 1.27% 8
2019
Q4 		$1.51M Buy
+9,257
New +$1.45M 1.38% 8

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

Bluestem Financial Advisors's VTI Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $619K and leaving 14,581 shares worth $5.4M. The position accounts for 1.89% of the portfolio, ranked #11.

Bluestem Financial Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bluestem Financial Advisors held 14,581 shares of Vanguard Morningstar Total Stock Market ETF worth $5.4M as of Q2 2026.
  • Bluestem Financial Advisors sold 1,731 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $619K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.89% of Bluestem Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Bluestem Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.