Elevate Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Elevate Wealth Advisory’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	$426K	Buy	1,152 +6	+0.5%	+$2.15K	0.24%	54
2026 Q1	$368K	Sell	1,146 -1,426	-55%	-$478K	0.23%	55
2025 Q4	$862K	Buy	2,572 +1,426	+124%	+$474K	0.59%	31
2025 Q3	$377K	Sell	1,146 -69	-6%	-$21.8K	0.27%	52
2025 Q2	$370K	Buy	1,215 +6	+0.5%	+$1.69K	0.26%	54
2025 Q1	$332K	Hold	1,209	–	–	0.24%	57
2024 Q4	$350K	Hold	1,209	–	–	0.26%	50
2024 Q3	$343K	Hold	1,209	–	–	0.25%	50
2024 Q2	$324K	Sell	1,209 -7	-0.6%	-$1.81K	0.26%	48
2024 Q1	$316K	Buy	1,216 +59	+5%	+$14.6K	0.28%	44
2023 Q4	$274K	Buy	+1,157	New	+$256K	0.25%	47

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elevate Wealth Advisory's VTI Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.52% in Q2 2026, buying an estimated $2.15K and bringing the position to 1,152 shares worth $426K. The position accounts for 0.24% of the portfolio, ranked #54.

Elevate Wealth Advisory first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $862K in Q4 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Elevate Wealth Advisory held 1,152 shares of Vanguard Morningstar Total Stock Market ETF worth $426K as of Q2 2026.
Elevate Wealth Advisory bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Elevate Wealth Advisory's portfolio in Q2 2026, its #54 holding.
Elevate Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $862K in Q4 2025.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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