ECA
VTI icon

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

Elevated 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 		$1.51M Buy
4,074
+1,360
+50% +$486K 0.41% 54
2026
Q1 		$871K Buy
2,714
+100
+4% +$33.6K 0.22% 113
2025
Q4 		$877K Buy
2,614
+566
+28% +$188K 0.2% 127
2025
Q3 		$672K Buy
2,048
+396
+24% +$125K 0.17% 163
2025
Q2 		$454K Hold
1,652
– – 0.13% 199
2025
Q1 		$454K Buy
1,652
+43
+3% +$12.5K 0.13% 199
2024
Q4 		$466K Buy
1,609
+28
+2% +$8.17K 0.13% 198
2024
Q3 		$448K Sell
1,581
-27
-2% -$7.36K 0.12% 216
2024
Q2 		$430K Sell
1,608
-125
-7% -$32.4K 0.12% 182
2024
Q1 		$450K Sell
1,733
-111
-6% -$27.5K 0.13% 136
2023
Q4 		$437K Buy
1,844
+94
+5% +$20.8K 0.14% 137
2023
Q3 		$372K Buy
1,750
+1
+0.1% +$221 0.13% 138
2023
Q2 		$385K Buy
1,749
+214
+14% +$44.6K 0.13% 148
2023
Q1 		$313K Buy
1,535
+292
+23% +$58.5K 0.11% 149
2022
Q4 		$238K Buy
1,243
+13
+1% +$2.5K 0.09% 147
2022
Q3 		$221K Buy
+1,230
New +$245K 0.09% 144
2022
Q1 		$263K Buy
+1,155
New +$260K 0.09% 159
2021
Q3 		$264K Buy
+1,188
New +$271K 0.09% 152
2021
Q1 		$251K Buy
1,172
+98
+9% +$19.8K 0.1% 152
2020
Q4 		$209K Buy
+1,074
New +$196K 0.09% 163

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

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

Elevated Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q2 2026, buying an estimated $486K and bringing the position to 4,074 shares worth $1.51M. The position accounts for 0.41% of the portfolio, ranked #54.

Elevated Capital Advisors first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Elevated Capital Advisors held 4,074 shares of Vanguard Morningstar Total Stock Market ETF worth $1.51M as of Q2 2026.
  • Elevated Capital Advisors bought 1,360 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $486K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of Elevated Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Elevated Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.