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Stewardship Concepts Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stewardship Concepts Financial Services’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 		$415K Buy
+1,121
New +$401K 0.28% 47

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Wealthfront Advisers
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stewardship Concepts Financial Services's VTI Position: Q2 2026 in Review

Stewardship Concepts Financial Services opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,121 shares worth $415K. The stake represents 0.28% of the portfolio and ranks #47 among its holdings.

3,662 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Stewardship Concepts Financial Services held 1,121 shares of Vanguard Morningstar Total Stock Market ETF worth $415K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Stewardship Concepts Financial Services position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #47 holding.
  • 3,662 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.