SC
VTI icon

Stephens Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stephens Consulting’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
2025
Q4 		$102K Buy
306
+1
+0.3% +$333 0.03% 101
2025
Q3 		$100K Sell
305
-275
-47% -$86.9K 0.03% 100
2025
Q2 		$176K Sell
580
-12
-2% -$3.38K 0.04% 106
2025
Q1 		$163K Buy
592
+5
+0.9% +$1.45K 0.04% 104
2024
Q4 		$170K Buy
587
+229
+64% +$66.8K 0.04% 107
2024
Q3 		$101K Sell
358
-44
-11% -$12K 0.03% 137
2024
Q2 		$108K Sell
402
-37
-8% -$9.58K 0.03% 129
2024
Q1 		$114K Sell
439
-2
-0.5% -$495 0.04% 118
2023
Q4 		$105K Sell
441
-20
-4% -$4.42K 0.04% 119
2023
Q3 		$97.9K Sell
461
-2
-0.4% -$443 0.04% 116
2023
Q2 		$102K Sell
463
-150
-24% -$31.3K 0.04% 110
2023
Q1 		$125K Buy
613
+206
+51% +$41.2K 0.08% 99
2022
Q4 		$77.8K Sell
407
-239
-37% -$46.1K 0.05% 127
2022
Q3 		$116K Buy
646
+261
+68% +$52K 0.1% 94
2022
Q2 		$72.6K Sell
385
-7
-2% -$1.44K 0.06% 134
2022
Q1 		$89.2K Sell
392
-627
-62% -$141K 0.07% 135
2021
Q4 		$246K Buy
+1,019
New +$241K 0.2% 83

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Stephens Consulting's VTI Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.33% in Q4 2025, buying an estimated $333 and bringing the position to 306 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #101.

Stephens Consulting first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. The position peaked at $246K in Q4 2021. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Stephens Consulting held 306 shares of Vanguard Morningstar Total Stock Market ETF worth $102K as of Q4 2025.
  • Stephens Consulting bought 1 Vanguard Morningstar Total Stock Market ETF share in Q4 2025, an estimated $333.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #101 holding.
  • Stephens Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Vanguard Morningstar Total Stock Market ETF position peaked at $246K in Q4 2021.
  • 3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.