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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$594K Sell
1,851
-1
-0.1% -$336 0.29% 44
2025
Q4
$621K Sell
1,852
-20
-1% -$6.65K 0.22% 48
2025
Q3
$614K Buy
1,872
+3
+0.2% +$948 0.22% 50
2025
Q2
$568K Buy
1,869
+7
+0.4% +$1.97K 0.23% 52
2025
Q1
$512K Sell
1,862
-6
-0.3% -$1.74K 0.26% 45
2024
Q4
$541K Buy
1,868
+133
+8% +$38.8K 0.22% 57
2024
Q3
$491K Buy
+1,735
New +$473K 0.21% 58

Other funds holding VTI

Geneva Partners's VTI Position: Q1 2026 in Review

Geneva Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.05% in Q1 2026, selling an estimated $336 and leaving 1,851 shares worth $594K. The position accounts for 0.29% of the portfolio, ranked #44.

Geneva Partners first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $621K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Geneva Partners held 1,851 shares of Vanguard Morningstar Total Stock Market ETF worth $594K as of Q1 2026.
  • Geneva Partners sold 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Geneva Partners's portfolio in Q1 2026, its #44 holding.
  • Geneva Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Geneva Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $621K in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.