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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Riverwater Partners's VTI Position: Q1 2026 in Review

Riverwater Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,092 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #156.

Riverwater Partners first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $466K in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Riverwater Partners held 1,092 shares of Vanguard Morningstar Total Stock Market ETF worth $350K as of Q1 2026.
  • Riverwater Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Riverwater Partners's portfolio in Q1 2026, its #156 holding.
  • Riverwater Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $466K in Q4 2021.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.