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 Q2	$15.1M	Sell	40,895 -970	-2%	-$347K	9.14%	1
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 $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

Good Steward Wealth Advisors's VTI Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, selling an estimated $347K and leaving 40,895 shares worth $15.1M. The position accounts for 9.14% of the portfolio, ranked #1.

Good Steward Wealth Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Good Steward Wealth Advisors held 40,895 shares of Vanguard Morningstar Total Stock Market ETF worth $15.1M as of Q2 2026.
Good Steward Wealth Advisors sold 970 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $347K.
Vanguard Morningstar Total Stock Market ETF made up 9.14% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Good Steward Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.