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 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

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

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

Elevation Wealth Partners reduced its Vanguard Morningstar 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. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Elevation Wealth Partners held 6,352 shares of Vanguard Morningstar Total Stock Market ETF worth $2.35M as of Q2 2026.
Elevation Wealth Partners sold 526 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $188K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.57M in Q3 2025.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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