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Stegner Investment Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stegner Investment Associates’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 		$870K Hold
2,350
– – 0.41% 18
2026
Q1 		$754K Hold
2,350
– – 0.41% 16
2025
Q4 		$788K Sell
2,350
-149
-6% -$49.6K 0.42% 14
2025
Q3 		$820K Hold
2,499
– – 0.45% 13
2025
Q2 		$760K Sell
2,499
-167
-6% -$47K 0.47% 13
2025
Q1 		$733K Hold
2,666
– – 0.51% 13
2024
Q4 		$773K Buy
+2,666
New +$778K 0.51% 13

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

Stegner Investment Associates's VTI Position: Q2 2026 in Review

Stegner Investment Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,350 shares worth $870K. The position accounts for 0.41% of the portfolio, ranked #18.

Stegner Investment Associates first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Stegner Investment Associates held 2,350 shares of Vanguard Morningstar Total Stock Market ETF worth $870K as of Q2 2026.
  • Stegner Investment Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of Stegner Investment Associates's portfolio in Q2 2026, its #18 holding.
  • Stegner Investment Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.