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Sound Stewardship’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sound Stewardship’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 		$3.38M Sell
9,125
-169
-2% -$60.4K 1.39% 19
2026
Q1 		$2.98M Sell
9,294
-60
-0.6% -$20.1K 1.37% 19
2025
Q4 		$3.14M Sell
9,354
-101
-1% -$33.6K 1.5% 18
2025
Q3 		$3.1M Sell
9,455
-640
-6% -$202K 1.49% 19
2025
Q2 		$3.07M Buy
10,095
+1,301
+15% +$366K 1.58% 19
2025
Q1 		$2.42M Sell
8,794
-54
-0.6% -$15.7K 1.38% 19
2024
Q4 		$2.56M Buy
8,848
+87
+1% +$25.4K 1.52% 18
2024
Q3 		$2.48M Sell
8,761
-474
-5% -$129K 1.39% 19
2024
Q2 		$2.47M Sell
9,235
-82
-0.9% -$21.2K 1.5% 19
2024
Q1 		$2.42M Sell
9,317
-261
-3% -$64.6K 1.47% 20
2023
Q4 		$2.27M Sell
9,578
-899
-9% -$199K 1.5% 23
2023
Q3 		$2.23M Sell
10,477
-656
-6% -$145K 1.49% 25
2023
Q2 		$2.45M Sell
11,133
-138
-1% -$28.8K 1.61% 25
2023
Q1 		$2.3M Buy
11,271
+56
+0.5% +$11.2K 1.55% 25
2022
Q4 		$2.14M Buy
+11,215
New +$2.16M 1.59% 24

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

Sound Stewardship's VTI Position: Q2 2026 in Review

Sound Stewardship reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $60.4K and leaving 9,125 shares worth $3.38M. The position accounts for 1.39% of the portfolio, ranked #19.

Sound Stewardship first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sound Stewardship held 9,125 shares of Vanguard Morningstar Total Stock Market ETF worth $3.38M as of Q2 2026.
  • Sound Stewardship sold 169 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $60.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.39% of Sound Stewardship's portfolio in Q2 2026, its #19 holding.
  • Sound Stewardship first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.