Elevation Wealth Partners
VTI icon

Elevation Wealth Partners’s Vanguard Morningstar 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
Q3 		$2.36M Sell
6,306
-46
-0.7% -$17.2K 0.66% 31
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Elevation Wealth Partners's VTI Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q3 2026, selling an estimated $17.2K and leaving 6,306 shares worth $2.36M. The position accounts for 0.66% of the portfolio, ranked #31.

Elevation Wealth Partners first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.57M in Q3 2025. 1,632 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Elevation Wealth Partners held 6,306 shares of Vanguard Morningstar Total Stock Market ETF worth $2.36M as of Q3 2026.
  • Elevation Wealth Partners sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $17.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Elevation Wealth Partners's portfolio in Q3 2026, its #31 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.57M in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.