EW
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Element Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Element Wealth’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 		$4.61M Sell
12,449
-35
-0.3% -$12.5K 1.72% 11
2026
Q1 		$4M Sell
12,484
-1,239
-9% -$416K 1.65% 12
2025
Q4 		$4.6M Buy
13,723
+9,835
+253% +$3.27M 1.9% 9
2025
Q3 		$1.28M Buy
3,888
+1
+0% +$316 0.55% 46
2025
Q2 		$1.18M Sell
3,887
-85
-2% -$23.9K 0.54% 46
2025
Q1 		$1.09M Buy
3,972
+1,628
+69% +$473K 0.59% 43
2024
Q4 		$679K Sell
2,344
-20
-0.8% -$5.83K 0.36% 61
2024
Q3 		$669K Hold
2,364
– – 0.35% 56
2024
Q2 		$632K Sell
2,364
-304
-11% -$78.7K 0.36% 56
2024
Q1 		$693K Sell
2,668
-29
-1% -$7.17K 0.41% 47
2023
Q4 		$640K Buy
2,697
+1,384
+105% +$306K 0.4% 46
2023
Q3 		$279K Hold
1,313
– – 0.2% 97
2023
Q2 		$289K Buy
1,313
+983
+298% +$205K 0.2% 90
2023
Q1 		$67.4K Buy
330
+320
+3,200% +$64.1K 0.05% 151
2022
Q4 		$1.91K Hold
10
– – ﹤0.01% 191
2022
Q3 		$2K Hold
10
– – ﹤0.01% 190
2022
Q2 		$2K Hold
10
– – ﹤0.01% 185
2022
Q1 		$2K Hold
10
– – ﹤0.01% 200
2021
Q4 		$2K Hold
10
– – ﹤0.01% 186
2021
Q3 		$2K Hold
10
– – ﹤0.01% 177
2021
Q2 		$2K Hold
10
– – ﹤0.01% 170
2021
Q1 		$2K Hold
10
– – ﹤0.01% 165
2020
Q4 		$2K Hold
10
– – ﹤0.01% 153
2020
Q3 		$2K Hold
10
– – ﹤0.01% 130
2020
Q2 		$2K Hold
10
– – ﹤0.01% 123
2020
Q1 		$1K Hold
10
– – ﹤0.01% 118
2019
Q4 		$2K Buy
+10
New +$1.57K ﹤0.01% 112

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

Element Wealth's VTI Position: Q2 2026 in Review

Element Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, selling an estimated $12.5K and leaving 12,449 shares worth $4.61M. The position accounts for 1.72% of the portfolio, ranked #11.

Element Wealth first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Element Wealth held 12,449 shares of Vanguard Morningstar Total Stock Market ETF worth $4.61M as of Q2 2026.
  • Element Wealth sold 35 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.72% of Element Wealth's portfolio in Q2 2026, its #11 holding.
  • Element Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.