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

Geneva 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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.