Helen Stephens Group
VTI icon

Helen Stephens Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Helen Stephens Group’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 		$2.06M Buy
5,512
+23
+0.4% +$8.62K 0.33% 33
2026
Q2 		$2.03M Sell
5,489
-90
-2% -$32.2K 0.35% 33
2026
Q1 		$1.79M Buy
5,579
+909
+19% +$305K 0.36% 33
2025
Q4 		$1.57M Buy
4,670
+592
+15% +$197K 0.33% 34
2025
Q3 		$1.34M Buy
4,078
+183
+5% +$57.8K 0.3% 38
2025
Q2 		$1.18M Buy
3,895
+533
+16% +$150K 0.29% 38
2025
Q1 		$924K Buy
3,362
+24
+0.7% +$6.97K 0.26% 44
2024
Q4 		$967K Sell
3,338
-2,026
-38% -$591K 0.29% 44
2024
Q3 		$1.52M Sell
5,364
-227
-4% -$61.9K 0.46% 32
2024
Q2 		$1.5M Buy
5,591
+2,138
+62% +$553K 0.52% 28
2024
Q1 		$897K Sell
3,453
-666
-16% -$165K 0.35% 38
2023
Q4 		$977K Sell
4,119
-178
-4% -$39.4K 0.44% 32
2023
Q3 		$913K Sell
4,297
-179
-4% -$39.6K 0.47% 29
2023
Q2 		$986K Sell
4,476
-1
-0% -$209 0.5% 29
2023
Q1 		$914K Buy
4,477
+469
+12% +$93.9K 0.47% 33
2022
Q4 		$766K Sell
4,008
-376
-9% -$72.5K 0.46% 35
2022
Q3 		$787K Buy
4,384
+151
+4% +$30.1K 0.55% 31
2022
Q2 		$799K Sell
4,233
-155
-4% -$31.8K 0.57% 28
2022
Q1 		$999K Buy
4,388
+248
+6% +$55.8K 0.69% 22
2021
Q4 		$1M Buy
+4,140
New +$977K 0.8% 20

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Helen Stephens Group's VTI Position: Q3 2026 in Review

Helen Stephens Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.42% in Q3 2026, buying an estimated $8.62K and bringing the position to 5,512 shares worth $2.06M. The position accounts for 0.33% of the portfolio, ranked #33.

Helen Stephens Group first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Helen Stephens Group held 5,512 shares of Vanguard Morningstar Total Stock Market ETF worth $2.06M as of Q3 2026.
  • Helen Stephens Group bought 23 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $8.62K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.33% of Helen Stephens Group's portfolio in Q3 2026, its #33 holding.
  • Helen Stephens Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.