SGK
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Steigerwald Gordon & Koch’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Steigerwald Gordon & Koch’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 		$1.23M Sell
3,317
-366
-10% -$131K 0.12% 67
2026
Q1 		$1.18M Sell
3,683
-150
-4% -$50.3K 0.12% 68
2025
Q4 		$1.29M Buy
3,833
+25
+0.7% +$8.32K 0.12% 67
2025
Q3 		$1.25M Sell
3,808
-1,286
-25% -$406K 0.12% 69
2025
Q2 		$1.55M Hold
5,094
– – 0.16% 60
2025
Q1 		$1.4M Sell
5,094
-1,754
-26% -$510K 0.16% 60
2024
Q4 		$1.98M Buy
6,848
+478
+8% +$139K 0.22% 53
2024
Q3 		$1.8M Sell
6,370
-4
-0.1% -$1.09K 0.2% 55
2024
Q2 		$1.71M Sell
6,374
-429
-6% -$111K 0.21% 53
2024
Q1 		$1.77M Sell
6,803
-496
-7% -$123K 0.22% 52
2023
Q4 		$1.73M Buy
7,299
+1,897
+35% +$419K 0.23% 50
2023
Q3 		$1.15M Buy
5,402
+24
+0.4% +$5.31K 0.18% 55
2023
Q2 		$1.18M Sell
5,378
-311
-5% -$64.9K 0.17% 51
2023
Q1 		$1.16M Sell
5,689
-225
-4% -$45K 0.17% 50
2022
Q4 		$1.13M Sell
5,914
-175
-3% -$33.7K 0.18% 51
2022
Q3 		$1.09M Sell
6,089
-34
-0.6% -$6.78K 0.2% 54
2022
Q2 		$1.16M Hold
6,123
– – 0.2% 54
2022
Q1 		$1.39M Sell
6,123
-750
-11% -$169K 0.21% 51
2021
Q4 		$1.66M Sell
6,873
-385
-5% -$90.9K 0.25% 51
2021
Q3 		$1.61M Buy
7,258
+1,356
+23% +$309K 0.26% 50
2021
Q2 		$1.31M Buy
5,902
+7
+0.1% +$1.52K 0.22% 51
2021
Q1 		$1.22M Buy
5,895
+1,173
+25% +$237K 0.23% 52
2020
Q4 		$919K Buy
4,722
+3,323
+238% +$607K 0.19% 52
2020
Q3 		$238K Buy
1,399
+5
+0.4% +$841 0.06% 93
2020
Q2 		$218K Buy
+1,394
New +$206K 0.06% 90

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

Steigerwald Gordon & Koch's VTI Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q2 2026, selling an estimated $131K and leaving 3,317 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #67.

Steigerwald Gordon & Koch first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Steigerwald Gordon & Koch held 3,317 shares of Vanguard Morningstar Total Stock Market ETF worth $1.23M as of Q2 2026.
  • Steigerwald Gordon & Koch sold 366 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #67 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Steigerwald Gordon & Koch's Vanguard Morningstar Total Stock Market ETF position peaked at $1.98M in Q4 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.