Stewardship Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stewardship Advisors’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	$261K	Hold	705	–	–	0.05%	148
2026 Q1	$226K	Hold	705	–	–	0.05%	153
2025 Q4	$236K	Sell	705 -12	-2%	-$3.99K	0.05%	140
2025 Q3	$235K	Hold	717	–	–	0.06%	135
2025 Q2	$218K	Buy	+717	New	+$202K	0.06%	141
2025 Q1	–	Sell	-761	Closed	-$221K	–	159
2024 Q4	$221K	Sell	761 -6	-0.8%	-$1.75K	0.06%	141
2024 Q3	$217K	Hold	767	–	–	0.06%	134
2024 Q2	$205K	Buy	+767	New	+$199K	0.07%	67

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Stewardship Advisors's VTI Position: Q2 2026 in Review

Stewardship Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 705 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #148.

Stewardship Advisors first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. 1,931 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stewardship Advisors held 705 shares of Vanguard Morningstar Total Stock Market ETF worth $261K as of Q2 2026.
Stewardship Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #148 holding.
Stewardship Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
1,931 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.