Riversedge Advisors
VTI icon

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

Riversedge 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 		$1.19M Buy
3,168
+1
+0% +$375 0.15% 63
2026
Q2 		$1.17M Buy
3,167
+3
+0.1% +$1.07K 0.15% 61
2026
Q1 		$1.02M Sell
3,164
-139
-4% -$46.6K 0.16% 56
2025
Q4 		$1.11M Buy
3,303
+5
+0.2% +$1.66K 0.18% 46
2025
Q3 		$1.08M Buy
3,298
+854
+35% +$270K 0.18% 48
2025
Q2 		$743K Sell
2,444
-78
-3% -$21.9K 0.15% 51
2025
Q1 		$693K Sell
2,522
-8
-0.3% -$2.32K 0.15% 55
2024
Q4 		$733K Buy
2,530
+6
+0.2% +$1.75K 0.17% 49
2024
Q3 		$715K Buy
2,524
+5
+0.2% +$1.36K 0.16% 46
2024
Q2 		$674K Buy
2,519
+594
+31% +$154K 0.16% 45
2024
Q1 		$500K Buy
1,925
+35
+2% +$8.66K 0.12% 51
2023
Q4 		$448K Buy
1,890
+221
+13% +$48.9K 0.12% 53
2023
Q3 		$354K Buy
1,669
+4
+0.2% +$885 0.1% 55
2023
Q2 		$367K Buy
1,665
+2
+0.1% +$417 0.1% 57
2023
Q1 		$339K Buy
1,663
+473
+40% +$94.7K 0.1% 59
2022
Q4 		$228K Sell
1,190
-250
-17% -$48.2K 0.07% 64
2022
Q3 		$258K Hold
1,440
– – 0.09% 65
2022
Q2 		$272K Hold
1,440
– – 0.1% 60
2022
Q1 		$328K Hold
1,440
– – 0.11% 54
2021
Q4 		$348K Hold
1,440
– – 0.11% 54
2021
Q3 		$320K Buy
+1,440
New +$328K 0.11% 49

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

Riversedge Advisors's VTI Position: Q3 2026 in Review

Riversedge Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q3 2026, buying an estimated $375 and bringing the position to 3,168 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #63.

Riversedge Advisors first reported a position in VTI in Q3 2021 and has held it in 21 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Riversedge Advisors held 3,168 shares of Vanguard Morningstar Total Stock Market ETF worth $1.19M as of Q3 2026.
  • Riversedge Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Riversedge Advisors's portfolio in Q3 2026, its #63 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.