Steward Partners Investment Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Steward Partners Investment Advisory’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	$81.7M	Buy	220,768 +6,976	+3%	+$2.49M	0.42%	42
2026 Q1	$68.6M	Buy	213,792 +19,569	+10%	+$6.57M	0.35%	51
2025 Q4	$65.1M	Buy	194,223 +784	+0.4%	+$261K	0.36%	47
2025 Q3	$63.5M	Sell	193,439 -607	-0.3%	-$192K	0.36%	47
2025 Q2	$59M	Buy	194,046 +15,973	+9%	+$4.49M	0.46%	37
2025 Q1	$48.9M	Buy	178,073 +5,883	+3%	+$1.71M	0.43%	43
2024 Q4	$49.9M	Buy	172,190 +8,295	+5%	+$2.42M	0.44%	39
2024 Q3	$46.4M	Buy	163,895 +12,724	+8%	+$3.47M	0.43%	44
2024 Q2	$40.4M	Buy	151,171 +3,722	+3%	+$963K	0.43%	43
2024 Q1	$38.3M	Buy	147,449 +36,820	+33%	+$9.11M	0.42%	50
2023 Q4	$26.2M	Buy	110,629 +3,910	+4%	+$864K	0.35%	60
2023 Q3	$22.7M	Buy	106,719 +5,584	+6%	+$1.24M	0.35%	58
2023 Q2	$22.3M	Sell	101,135 -11	-0%	-$2.29K	0.33%	63
2023 Q1	$20.6M	Buy	101,146 +13,447	+15%	+$2.69M	0.33%	67
2022 Q4	$16.8M	Buy	87,699 +931	+1%	+$179K	0.29%	81
2022 Q3	$15.6M	Buy	86,768 +2,323	+3%	+$463K	0.29%	75
2022 Q2	$15.9M	Buy	84,445 +2,255	+3%	+$463K	0.29%	80
2022 Q1	$18.7M	Sell	82,190 -948	-1%	-$213K	0.29%	75
2021 Q4	$20.1M	Buy	83,138 +192	+0.2%	+$45.3K	0.31%	70
2021 Q3	$18.4M	Buy	82,946 +760	+0.9%	+$173K	0.32%	70
2021 Q2	$18.3M	Sell	82,186 -25,106	-23%	-$5.45M	0.31%	69
2021 Q1	$22.2M	Buy	107,292 +27,290	+34%	+$5.52M	0.39%	54
2020 Q4	$15.6M	Buy	80,002 +2,139	+3%	+$391K	0.34%	65
2020 Q3	$13.3M	Buy	77,863 +3,919	+5%	+$659K	0.33%	71
2020 Q2	$11.6M	Sell	73,944 -4,828	-6%	-$712K	0.33%	72
2020 Q1	$10.2M	Sell	78,772 -29,573	-27%	-$4.57M	0.37%	63
2019 Q4	$17.7M	Buy	108,345 +73,405	+210%	+$11.5M	0.52%	43
2019 Q3	$5.28M	Buy	34,940 +209	+0.6%	+$31.5K	0.18%	130
2019 Q2	$5.21M	Buy	34,731 +8,535	+33%	+$1.26M	0.19%	126
2019 Q1	$3.79M	Buy	26,196 +10,556	+67%	+$1.47M	0.16%	135
2018 Q4	$2M	Sell	15,640 -12,816	-45%	-$1.77M	0.1%	224
2018 Q3	$4.26M	Sell	28,456 -8,983	-24%	-$1.32M	0.2%	121
2018 Q2	$5.26M	Buy	37,439 +34,148	+1,038%	+$4.76M	0.31%	74
2018 Q1	$446K	Sell	3,291 -1,676	-34%	-$235K	0.03%	449
2017 Q4	$681K	Sell	4,967 -235	-5%	-$31.4K	0.05%	304
2017 Q3	$673K	Buy	5,202 +20	+0.4%	+$2.53K	0.07%	247
2017 Q2	$644K	Buy	5,182 +3,668	+242%	+$452K	0.07%	237
2017 Q1	$183K	Buy	+1,514	New	+$181K	0.03%	338

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Partners Investment Advisory's VTI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, buying an estimated $2.49M and bringing the position to 220,768 shares worth $81.7M. The position accounts for 0.42% of the portfolio, ranked #42.

Steward Partners Investment Advisory first reported a position in VTI in Q1 2017 and has held it in 38 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Steward Partners Investment Advisory held 220,768 shares of Vanguard Morningstar Total Stock Market ETF worth $81.7M as of Q2 2026.
Steward Partners Investment Advisory bought 6,976 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.49M.
Vanguard Morningstar Total Stock Market ETF made up 0.42% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #42 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 38 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.