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

Consilio 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 Q1	$250K	Buy	781 +1	+0.1%	+$336	0.07%	85
2025 Q4	$262K	Hold	780	–	–	0.08%	81
2025 Q3	$256K	Buy	780 +1	+0.1%	+$316	0.08%	74
2025 Q2	$236K	Hold	779	–	–	0.08%	75
2025 Q1	$214K	Buy	779 +2	+0.3%	+$581	0.09%	68
2024 Q4	$226K	Buy	777 +3	+0.4%	+$875	0.09%	58
2024 Q3	$219K	Sell	774 -1,678	-68%	-$458K	0.09%	63
2024 Q2	$656K	Sell	2,452 -16	-0.6%	-$4.14K	0.29%	34
2024 Q1	$641K	Sell	2,468 -208	-8%	-$51.5K	0.3%	32
2023 Q4	$635K	Buy	+2,676	New	+$592K	0.32%	31
2022 Q4	–	Sell	-1,561	Closed	-$280K	–	54
2022 Q3	$280K	Buy	+1,561	New	+$311K	0.22%	43

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consilio Wealth Advisors's VTI Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q1 2026, buying an estimated $336 and bringing the position to 781 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #85.

Consilio Wealth Advisors first reported a position in VTI in Q3 2022 and has held it in 11 quarters since. The position peaked at $656K in Q2 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Consilio Wealth Advisors held 781 shares of Vanguard Morningstar Total Stock Market ETF worth $250K as of Q1 2026.
Consilio Wealth Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Consilio Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Consilio Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 11 quarters since.
Consilio Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $656K in Q2 2024.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.