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Steward Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Steward Financial Group’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
2023
Q3 		$301K Buy
1,418
+317
+29% +$70.2K 0.1% 57
2023
Q2 		$242K Buy
+1,101
New +$230K 0.08% 57
2022
Q4 		– Sell
-1,161
Closed -$208K – 828
2022
Q3 		$208K Buy
1,161
+60
+5% +$12K 0.15% 47
2022
Q2 		$207K Hold
1,101
– – 0.17% 37
2022
Q1 		$250K Hold
1,101
– – 0.22% 29
2021
Q4 		$265K Buy
+1,101
New +$260K 0.24% 24

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's VTI Position: Q3 2023 in Review

Steward Financial Group increased its Vanguard Total Stock Market ETF (VTI) stake by 29% in Q3 2023, buying an estimated $70.2K and bringing the position to 1,418 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #57.

Steward Financial Group first reported a position in VTI in Q4 2021 and has held it in 6 quarters since. 2,402 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Steward Financial Group held 1,418 shares of Vanguard Total Stock Market ETF worth $301K as of Q3 2023.
  • Steward Financial Group bought 317 Vanguard Total Stock Market ETF shares in Q3 2023, an estimated $70.2K.
  • Vanguard Total Stock Market ETF made up 0.1% of Steward Financial Group's portfolio in Q3 2023, its #57 holding.
  • Steward Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 6 quarters since.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.