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Steward Partners Investment Advisory’s Vanguard 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
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 $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

Steward Partners Investment Advisory's VTI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Total Stock Market ETF (VTI) stake by 10% in Q1 2026, buying an estimated $6.57M and bringing the position to 213,792 shares worth $68.6M. The position accounts for 0.35% of the portfolio, ranked #51.

Steward Partners Investment Advisory first reported a position in VTI in Q1 2017 and has held it in 37 quarters since. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Steward Partners Investment Advisory held 213,792 shares of Vanguard Total Stock Market ETF worth $68.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 19,569 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $6.57M.
  • Vanguard Total Stock Market ETF made up 0.35% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #51 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Total Stock Market ETF in Q1 2017 and has held it in 37 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.