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 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Helen Stephens Group's VTI Position: Q2 2026 in Review

Helen Stephens Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $32.2K and leaving 5,489 shares worth $2.03M. The position accounts for 0.35% of the portfolio, ranked #33.

Helen Stephens Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Helen Stephens Group held 5,489 shares of Vanguard Morningstar Total Stock Market ETF worth $2.03M as of Q2 2026.
Helen Stephens Group sold 90 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $32.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Helen Stephens Group's portfolio in Q2 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 19 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.