River Wealth Advisors
VTI icon

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

River 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
Q3 		$1.08M Sell
2,884
-306
-10% -$115K 0.12% 101
2026
Q2 		$1.18M Sell
3,190
-216
-6% -$77.2K 0.12% 103
2026
Q1 		$1.09M Buy
3,406
+403
+13% +$135K 0.13% 105
2025
Q4 		$1.01M Buy
3,003
+7
+0.2% +$2.33K 0.11% 111
2025
Q3 		$983K Sell
2,996
-3
-0.1% -$948 0.12% 113
2025
Q2 		$912K Buy
2,999
+124
+4% +$34.9K 0.11% 120
2025
Q1 		$790K Sell
2,875
-75
-3% -$21.8K 0.11% 119
2024
Q4 		$855K Buy
2,950
+411
+16% +$120K 0.11% 119
2024
Q3 		$719K Buy
2,539
+43
+2% +$11.7K 0.1% 129
2024
Q2 		$668K Buy
2,496
+103
+4% +$26.7K 0.1% 123
2024
Q1 		$622K Buy
2,393
+116
+5% +$28.7K 0.09% 127
2023
Q4 		$540K Buy
2,277
+150
+7% +$33.2K 0.09% 138
2023
Q3 		$452K Buy
2,127
+319
+18% +$70.6K 0.08% 145
2023
Q2 		$398K Sell
1,808
-239
-12% -$49.8K 0.07% 163
2023
Q1 		$418K Sell
2,047
-273
-12% -$54.6K 0.08% 156
2022
Q4 		$444K Buy
2,320
+566
+32% +$109K 0.09% 156
2022
Q3 		$315K Buy
+1,754
New +$350K 0.07% 168
2019
Q1 		– Sell
-540
Closed -$69K – 497
2018
Q4 		$69K Hold
540
– – 0.03% 215
2018
Q3 		$81K Hold
540
– – 0.03% 225
2018
Q2 		$76K Buy
+540
New +$75.3K 0.03% 229

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

River Wealth Advisors's VTI Position: Q3 2026 in Review

River Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.6% in Q3 2026, selling an estimated $115K and leaving 2,884 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #101.

River Wealth Advisors first reported a position in VTI in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.18M in Q2 2026. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • River Wealth Advisors held 2,884 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q3 2026.
  • River Wealth Advisors sold 306 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $115K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of River Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • River Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 20 quarters since.
  • River Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.18M in Q2 2026.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.