AWA
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Alta Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alta Wealth 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 		$778K Buy
2,104
+55
+3% +$19.7K 0.21% 85
2026
Q1 		$657K Sell
2,049
-42
-2% -$14.1K 0.21% 89
2025
Q4 		$701K Buy
2,091
+50
+2% +$16.6K 0.23% 80
2025
Q3 		$670K Buy
2,041
+95
+5% +$30K 0.24% 68
2025
Q2 		$592K Buy
1,946
+60
+3% +$16.9K 0.28% 61
2025
Q1 		$518K Hold
1,886
– – 0.24% 78
2024
Q4 		$546K Sell
1,886
-86
-4% -$25.1K 0.24% 81
2024
Q3 		$558K Buy
1,972
+325
+20% +$88.6K 0.26% 78
2024
Q2 		$441K Buy
1,647
+95
+6% +$24.6K 0.22% 85
2024
Q1 		$403K Sell
1,552
-93
-6% -$23K 0.21% 92
2023
Q4 		$390K Sell
1,645
-880
-35% -$195K 0.22% 88
2023
Q3 		$536K Buy
2,525
+2
+0.1% +$443 0.33% 81
2023
Q2 		$556K Sell
2,523
-22
-0.9% -$4.59K 0.33% 83
2023
Q1 		$519K Buy
2,545
+155
+6% +$31K 0.33% 89
2022
Q4 		$457K Sell
2,390
-1,709
-42% -$329K 0.31% 98
2022
Q3 		$736K Sell
4,099
-560
-12% -$112K 0.53% 52
2022
Q2 		$877K Buy
4,659
+226
+5% +$46.4K 0.61% 42
2022
Q1 		$1.01M Buy
4,433
+80
+2% +$18K 0.6% 46
2021
Q4 		$1.05M Sell
4,353
-14
-0.3% -$3.31K 0.65% 47
2021
Q3 		$970K Buy
4,367
+37
+0.9% +$8.44K 0.7% 46
2021
Q2 		$965K Sell
4,330
-5
-0.1% -$1.08K 0.71% 46
2021
Q1 		$896K Buy
4,335
+16
+0.4% +$3.24K 0.75% 47
2020
Q4 		$841K Buy
+4,319
New +$789K 0.71% 46

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

Alta Wealth Advisors's VTI Position: Q2 2026 in Review

Alta Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,104 shares worth $778K. The position accounts for 0.21% of the portfolio, ranked #85.

Alta Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Alta Wealth Advisors held 2,104 shares of Vanguard Morningstar Total Stock Market ETF worth $778K as of Q2 2026.
  • Alta Wealth Advisors bought 55 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Alta Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Alta Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.05M in Q4 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.