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

Conservest 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	$893K	Buy	2,412 +1,025	+74%	+$367K	0.07%	72
2026 Q1	$445K	Hold	1,387	–	–	0.04%	84
2025 Q4	$465K	Hold	1,387	–	–	0.04%	84
2025 Q3	$455K	Hold	1,387	–	–	0.04%	83
2025 Q2	$422K	Hold	1,387	–	–	0.04%	85
2025 Q1	$381K	Hold	1,387	–	–	0.04%	77
2024 Q4	$402K	Hold	1,387	–	–	0.04%	77
2024 Q3	$360K	Hold	1,387	–	–	0.04%	79
2024 Q2	$360K	Hold	1,387	–	–	0.04%	78
2024 Q1	$360K	Hold	1,387	–	–	0.04%	79
2023 Q4	$329K	Hold	1,387	–	–	0.04%	84
2023 Q3	$295K	Hold	1,387	–	–	0.04%	79
2023 Q2	$306K	Hold	1,387	–	–	0.04%	79
2023 Q1	$283K	Buy	+1,387	New	+$278K	0.03%	80

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

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

Conservest Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 74% in Q2 2026, buying an estimated $367K and bringing the position to 2,412 shares worth $893K. The position accounts for 0.07% of the portfolio, ranked #72.

Conservest Capital Advisors first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Conservest Capital Advisors held 2,412 shares of Vanguard Morningstar Total Stock Market ETF worth $893K as of Q2 2026.
Conservest Capital Advisors bought 1,025 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $367K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Conservest Capital Advisors's portfolio in Q2 2026, its #72 holding.
Conservest Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.