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Riverwater Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Riverwater Partners’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 		– Sell
-1,092
Closed -$350K – 235
2026
Q1 		$350K Hold
1,092
– – 0.12% 156
2025
Q4 		$366K Hold
1,092
– – 0.14% 155
2025
Q3 		$358K Hold
1,092
– – 0.15% 157
2025
Q2 		$332K Hold
1,092
– – 0.16% 157
2025
Q1 		$300K Sell
1,092
-227
-17% -$65.9K 0.15% 155
2024
Q4 		$382K Sell
1,319
-181
-12% -$52.8K 0.19% 131
2024
Q3 		$421K Hold
1,500
– – 0.21% 122
2024
Q2 		$401K Sell
1,500
-112
-7% -$29K 0.3% 105
2024
Q1 		$419K Sell
1,612
-239
-13% -$59.1K 0.31% 98
2023
Q4 		$439K Buy
1,851
+104
+6% +$23K 0.35% 83
2023
Q3 		$371K Sell
1,747
-137
-7% -$30.3K 0.34% 94
2023
Q2 		$415K Hold
1,884
– – 0.37% 83
2023
Q1 		$385K Sell
1,884
-203
-10% -$40.6K 0.35% 90
2022
Q4 		$399K Buy
2,087
+435
+26% +$83.8K 0.34% 92
2022
Q3 		$296K Hold
1,652
– – 0.3% 113
2022
Q2 		$312K Sell
1,652
-123
-7% -$25.3K 0.31% 111
2022
Q1 		$404K Sell
1,775
-156
-8% -$35.1K 0.67% 66
2021
Q4 		$466K Buy
+1,931
New +$456K 0.41% 82

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Riverwater Partners's VTI Position: Q2 2026 in Review

Riverwater Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 1,092 shares — an estimated $350K sold.

Riverwater Partners first reported a position in VTI in Q4 2021 and held it in 18 quarters. The position peaked at $466K in Q4 2021. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Riverwater Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Riverwater Partners sold 1,092 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $350K.
  • Riverwater Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 18 quarters.
  • Riverwater Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $466K in Q4 2021.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.