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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.05M Buy
3,276
+17
+0.5% +$5.7K 0.52% 23
2025
Q4
$1.09M Buy
3,259
+3
+0.1% +$998 0.51% 21
2025
Q3
$1.07M Buy
3,256
+431
+15% +$136K 0.52% 22
2025
Q2
$859K Buy
2,825
+47
+2% +$13.2K 0.46% 22
2025
Q1
$764K Hold
2,778
0.46% 24
2024
Q4
$805K Buy
2,778
+163
+6% +$47.6K 0.46% 23
2024
Q3
$741K Hold
2,615
0.43% 24
2024
Q2
$700K Buy
2,615
+38
+1% +$9.84K 0.43% 25
2024
Q1
$670K Hold
2,577
0.4% 26
2023
Q4
$611K Hold
2,577
0.4% 27
2023
Q3
$547K Buy
2,577
+120
+5% +$26.6K 0.38% 27
2023
Q2
$541K Hold
2,457
0.33% 32
2023
Q1
$502K Sell
2,457
-38
-2% -$7.61K 0.32% 32
2022
Q4
$477K Hold
2,495
0.33% 31
2022
Q3
$448K Sell
2,495
-3
-0.1% -$598 0.29% 32
2022
Q2
$471K Sell
2,498
-186
-7% -$38.2K 0.3% 32
2022
Q1
$611K Hold
2,684
0.31% 27
2021
Q4
$648K Sell
2,684
-294
-10% -$69.4K 0.29% 28
2021
Q3
$661K Buy
2,978
+335
+13% +$76.4K 0.31% 25
2021
Q2
$589K Hold
2,643
0.28% 27
2021
Q1
$546K Sell
2,643
-5
-0.2% -$1.01K 0.29% 28
2020
Q4
$515K Sell
2,648
-148
-5% -$27.1K 0.29% 29
2020
Q3
$476K Sell
2,796
-691
-20% -$116K 0.32% 26
2020
Q2
$546K Sell
3,487
-1,052
-23% -$155K 0.41% 27
2020
Q1
$585K Buy
+4,539
New +$702K 0.59% 23

Other funds holding VTI

Riverstone Advisors's VTI Position: Q1 2026 in Review

Riverstone Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.52% in Q1 2026, buying an estimated $5.7K and bringing the position to 3,276 shares worth $1.05M. The position accounts for 0.52% of the portfolio, ranked #23.

Riverstone Advisors first reported a position in VTI in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Riverstone Advisors held 3,276 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q1 2026.
  • Riverstone Advisors bought 17 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $5.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.52% of Riverstone Advisors's portfolio in Q1 2026, its #23 holding.
  • Riverstone Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • Riverstone Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.09M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.