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Good Steward Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Good Steward Wealth 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
Q1 		$13.4M Buy
41,865
+1,096
+3% +$368K 8.64% 2
2025
Q4 		$13.7M Buy
40,769
+1,121
+3% +$373K 9.02% 1
2025
Q3 		$13M Sell
39,648
-2,442
-6% -$771K 8.99% 1
2025
Q2 		$12.8M Buy
42,090
+6,484
+18% +$1.82M 10.03% 1
2025
Q1 		$9.79M Buy
+35,606
New +$10.3M 8.91% 1

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

Good Steward Wealth Advisors's VTI Position: Q1 2026 in Review

Good Steward Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q1 2026, buying an estimated $368K and bringing the position to 41,865 shares worth $13.4M. The position accounts for 8.64% of the portfolio, ranked #2.

Good Steward Wealth Advisors first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.7M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Good Steward Wealth Advisors held 41,865 shares of Vanguard Morningstar Total Stock Market ETF worth $13.4M as of Q1 2026.
  • Good Steward Wealth Advisors bought 1,096 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $368K.
  • Vanguard Morningstar Total Stock Market ETF made up 8.64% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Good Steward Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Good Steward Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $13.7M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.