BlueStem Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BlueStem Wealth Partners’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	$926K	Buy	2,503 +6	+0.2%	+$2.15K	0.09%	64
2026 Q1	$801K	Buy	2,497 +4	+0.2%	+$1.34K	0.09%	68
2025 Q4	$836K	Buy	2,493 +6	+0.2%	+$2K	0.09%	64
2025 Q3	$816K	Buy	2,487 +3	+0.1%	+$948	0.09%	58
2025 Q2	$755K	Hold	2,484	–	–	0.09%	55
2025 Q1	$683K	Buy	2,484 +5	+0.2%	+$1.45K	0.09%	51
2024 Q4	$719K	Buy	+2,479	New	+$723K	0.09%	51

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

BlueStem Wealth Partners's VTI Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,503 shares worth $926K. The position accounts for 0.09% of the portfolio, ranked #64.

BlueStem Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BlueStem Wealth Partners held 2,503 shares of Vanguard Morningstar Total Stock Market ETF worth $926K as of Q2 2026.
BlueStem Wealth Partners bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of BlueStem Wealth Partners's portfolio in Q2 2026, its #64 holding.
BlueStem Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.