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 Q3	$699K	Buy	1,869 +3	+0.2%	+$1.12K	0.21%	63
2026 Q2	$691K	Buy	1,866 +15	+0.8%	+$5.36K	0.18%	56
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Geneva Partners's VTI Position: Q3 2026 in Review

Geneva Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.16% in Q3 2026, buying an estimated $1.12K and bringing the position to 1,869 shares worth $699K. The position accounts for 0.21% of the portfolio, ranked #63.

Geneva Partners first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. 2,476 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Geneva Partners held 1,869 shares of Vanguard Morningstar Total Stock Market ETF worth $699K as of Q3 2026.
Geneva Partners bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Geneva Partners's portfolio in Q3 2026, its #63 holding.
Geneva Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
2,476 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.