Stewardship Advisors
VTI icon

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
Q3 		$264K Hold
705
– – 0.06% 150
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stewardship Advisors's VTI Position: Q3 2026 in Review

Stewardship Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 705 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #150.

Stewardship Advisors first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Stewardship Advisors held 705 shares of Vanguard Morningstar Total Stock Market ETF worth $264K as of Q3 2026.
  • Stewardship Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Stewardship Advisors's portfolio in Q3 2026, its #150 holding.
  • Stewardship Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.