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Eldridge Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Eldridge Investment 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 		$2.7M Buy
8,429
+24
+0.3% +$8.05K 0.59% 35
2025
Q4 		$2.82M Buy
8,405
+47
+0.6% +$15.6K 0.62% 32
2025
Q3 		$2.74M Hold
8,358
– – 0.62% 32
2025
Q2 		$2.54M Sell
8,358
-292
-3% -$82.1K 0.53% 40
2025
Q1 		$2.38M Sell
8,650
-567
-6% -$165K 0.55% 42
2024
Q4 		$2.67M Buy
9,217
+263
+3% +$76.7K 0.62% 39
2024
Q3 		$2.54M Hold
8,954
– – 0.6% 38
2024
Q2 		$2.4M Sell
8,954
-40
-0.4% -$10.4K 0.6% 39
2024
Q1 		$2.34M Sell
8,994
-851
-9% -$211K 0.6% 35
2023
Q4 		$2.33M Buy
9,845
+81
+0.8% +$17.9K 0.61% 37
2023
Q3 		$2.07M Sell
9,764
-745
-7% -$165K 0.69% 28
2023
Q2 		$2.31M Buy
10,509
+66
+0.6% +$13.8K 0.76% 31
2023
Q1 		$2.13M Buy
10,443
+134
+1% +$26.8K 0.74% 31
2022
Q4 		$1.97M Sell
10,309
-543
-5% -$105K 0.69% 36
2022
Q3 		$1.95M Buy
10,852
+1,464
+16% +$292K 0.76% 29
2022
Q2 		$1.77M Buy
9,388
+27
+0.3% +$5.55K 0.67% 31
2022
Q1 		$2.13M Sell
9,361
-50
-0.5% -$11.2K 0.72% 26
2021
Q4 		$2.27M Sell
9,411
-1,739
-16% -$411K 0.75% 23
2021
Q3 		$2.48M Buy
11,150
+2,731
+32% +$623K 0.88% 19
2021
Q2 		$1.88M Sell
8,419
-430
-5% -$93.3K 0.68% 29
2021
Q1 		$1.83M Sell
8,849
-19
-0.2% -$3.84K 0.71% 27
2020
Q4 		$1.73M Buy
8,868
+87
+1% +$15.9K 0.72% 26
2020
Q3 		$1.5M Sell
8,781
-469
-5% -$78.9K 0.7% 26
2020
Q2 		$1.45M Buy
9,250
+26
+0.3% +$3.83K 0.72% 26
2020
Q1 		$1.19M Buy
9,224
+214
+2% +$33.1K 0.68% 27
2019
Q4 		$1.47M Buy
9,010
+21
+0.2% +$3.29K 0.72% 25
2019
Q3 		$1.36M Sell
8,989
-80
-0.9% -$12.1K 0.7% 25
2019
Q2 		$1.36M Sell
9,069
-323
-3% -$47.6K 0.73% 26
2019
Q1 		$1.36M Buy
9,392
+2,076
+28% +$290K 0.73% 26
2018
Q4 		$934K Sell
7,316
-3,056
-29% -$422K 0.58% 29
2018
Q3 		$1.55M Buy
10,372
+913
+10% +$134K 0.99% 19
2018
Q2 		$1.33M Buy
9,459
+140
+2% +$19.5K 0.94% 21
2018
Q1 		$1.26M Sell
9,319
-138
-1% -$19.4K 0.95% 19
2017
Q4 		$1.3M Buy
+9,457
New +$1.27M 1% 19

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eldridge Investment Advisors's VTI Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q1 2026, buying an estimated $8.05K and bringing the position to 8,429 shares worth $2.7M. The position accounts for 0.59% of the portfolio, ranked #35.

Eldridge Investment Advisors first reported a position in VTI in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.82M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Eldridge Investment Advisors held 8,429 shares of Vanguard Morningstar Total Stock Market ETF worth $2.7M as of Q1 2026.
  • Eldridge Investment Advisors bought 24 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $8.05K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Eldridge Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Eldridge Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Eldridge Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.82M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.