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

Stillwater Capital 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	$652K	Hold	1,763	–	–	0.07%	56
2026 Q1	$566K	Hold	1,763	–	–	0.06%	55
2025 Q4	$591K	Hold	1,763	–	–	0.06%	54
2025 Q3	$579K	Buy	+1,763	New	+$557K	0.07%	54
2018 Q3	–	Sell	-8,995	Closed	-$1.26M	–	83
2018 Q2	$1.26M	Hold	8,995	–	–	0.3%	47
2018 Q1	$1.22M	Hold	8,995	–	–	0.29%	48
2017 Q4	$1.24M	Sell	8,995 -1,500	-14%	-$201K	0.29%	49
2017 Q3	$1.36M	Sell	10,495 -1,640	-14%	-$208K	0.35%	46
2017 Q2	$1.51M	Hold	12,135	–	–	0.38%	45
2017 Q1	$1.47M	Hold	12,135	–	–	0.39%	45
2016 Q4	$1.4M	Hold	12,135	–	–	0.37%	44
2016 Q3	$1.35M	Hold	12,135	–	–	0.39%	41
2016 Q2	$1.3M	Hold	12,135	–	–	0.39%	40
2016 Q1	$1.27M	Hold	12,135	–	–	0.38%	43
2015 Q4	$1.27M	Hold	12,135	–	–	0.39%	42
2015 Q3	$1.2M	Sell	12,135 -12,150	-50%	-$1.28M	0.41%	35
2015 Q2	$2.6M	Sell	24,285 -175	-0.7%	-$19.1K	0.75%	38
2015 Q1	$2.62M	Hold	24,460	–	–	0.8%	36
2014 Q4	$2.59M	Sell	24,460 -1,425	-6%	-$147K	0.78%	37
2014 Q3	$2.62M	Hold	25,885	–	–	0.88%	33
2014 Q2	$2.63M	Buy	25,885 +760	+3%	+$74.9K	0.9%	32
2014 Q1	$2.45M	Sell	25,125 -1,375	-5%	-$132K	0.89%	33
2013 Q4	$2.54M	Buy	+26,500	New	+$2.44M	0.99%	31

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

Stillwater Capital Advisors's VTI Position: Q2 2026 in Review

Stillwater Capital Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,763 shares worth $652K. The position accounts for 0.07% of the portfolio, ranked #56.

Stillwater Capital Advisors first reported a position in VTI in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.63M in Q2 2014. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stillwater Capital Advisors held 1,763 shares of Vanguard Morningstar Total Stock Market ETF worth $652K as of Q2 2026.
Stillwater Capital Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Stillwater Capital Advisors's portfolio in Q2 2026, its #56 holding.
Stillwater Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 23 quarters since.
Stillwater Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.63M in Q2 2014.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.