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Stevens Capital Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stevens Capital 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 		$8.4M Buy
26,188
+1,607
+7% +$539K 2.02% 14
2025
Q4 		$8.24M Buy
24,581
+552
+2% +$184K 2.16% 12
2025
Q3 		$7.89M Buy
24,029
+2,224
+10% +$703K 2.35% 11
2025
Q2 		$6.79M Buy
21,805
+2,592
+13% +$729K 2.43% 11
2025
Q1 		$5.28M Sell
19,213
-2,624
-12% -$762K 2.48% 12
2024
Q4 		$6.33M Sell
21,837
-186
-0.8% -$54.3K 2.87% 9
2024
Q3 		$6.24M Buy
22,023
+66
+0.3% +$18K 2.98% 9
2024
Q2 		$5.87M Sell
21,957
-247
-1% -$63.9K 3.03% 9
2024
Q1 		$5.77M Sell
22,204
-14
-0.1% -$3.46K 3.44% 8
2023
Q4 		$5.27M Buy
22,218
+3,238
+17% +$716K 3.66% 7
2023
Q3 		$4.03M Buy
18,980
+466
+3% +$103K 3.24% 8
2023
Q2 		$4.08M Buy
18,514
+31
+0.2% +$6.47K 3.16% 8
2023
Q1 		$3.77M Sell
18,483
-1,473
-7% -$295K 3.16% 9
2022
Q4 		$3.82M Buy
+19,956
New +$3.85M 3.38% 9

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

Stevens Capital Partners's VTI Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q1 2026, buying an estimated $539K and bringing the position to 26,188 shares worth $8.4M. The position accounts for 2.02% of the portfolio, ranked #14.

Stevens Capital Partners first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Stevens Capital Partners held 26,188 shares of Vanguard Morningstar Total Stock Market ETF worth $8.4M as of Q1 2026.
  • Stevens Capital Partners bought 1,607 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $539K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.02% of Stevens Capital Partners's portfolio in Q1 2026, its #14 holding.
  • Stevens Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.