EWP
VTI icon

Elevation Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Elevation Wealth Partners’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 		$2.35M Sell
6,352
-526
-8% -$188K 0.7% 30
2026
Q1 		$2.21M Sell
6,878
-362
-5% -$121K 0.79% 29
2025
Q4 		$2.43M Sell
7,240
-592
-8% -$197K 0.86% 28
2025
Q3 		$2.57M Sell
7,832
-9
-0.1% -$2.84K 0.93% 29
2025
Q2 		$2.38M Buy
7,841
+96
+1% +$27K 0.94% 28
2025
Q1 		$2.13M Sell
7,745
-806
-9% -$234K 0.92% 29
2024
Q4 		$2.48M Sell
8,551
-232
-3% -$67.7K 1.05% 24
2024
Q3 		$2.49M Sell
8,783
-50
-0.6% -$13.6K 1.07% 24
2024
Q2 		$2.36M Sell
8,833
-294
-3% -$76.1K 1.12% 24
2024
Q1 		$2.36M Buy
9,127
+782
+9% +$193K 1.18% 20
2023
Q4 		$1.79M Hold
8,345
– – 1.07% 20
2023
Q3 		$1.77M Buy
8,345
+606
+8% +$134K 1.53% 15
2023
Q2 		$1.83M Sell
7,739
-888
-10% -$185K 1.54% 15
2023
Q1 		$1.76M Buy
+8,627
New +$1.73M 1.61% 13

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Elevation Wealth Partners's VTI Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.6% in Q2 2026, selling an estimated $188K and leaving 6,352 shares worth $2.35M. The position accounts for 0.7% of the portfolio, ranked #30.

Elevation Wealth Partners first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.57M in Q3 2025. 1,698 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Elevation Wealth Partners held 6,352 shares of Vanguard Total Stock Market ETF worth $2.35M as of Q2 2026.
  • Elevation Wealth Partners sold 526 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $188K.
  • Vanguard Total Stock Market ETF made up 0.7% of Elevation Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Vanguard Total Stock Market ETF position peaked at $2.57M in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.