Eley Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Eley Financial Management’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 Q1	$1.26M	Sell	3,915 -10	-0.3%	-$3.35K	0.45%	48
2025 Q4	$1.32M	Sell	3,925 -252	-6%	-$83.8K	0.47%	47
2025 Q3	$1.37M	Sell	4,177 -15	-0.4%	-$4.74K	0.49%	46
2025 Q2	$1.27M	Hold	4,192	–	–	0.49%	47
2025 Q1	$1.16M	Hold	4,192	–	–	0.46%	51
2024 Q4	$1.21M	Hold	4,192	–	–	0.47%	48
2024 Q3	$1.19M	Sell	4,192 -1,000	-19%	-$273K	0.48%	50
2024 Q2	$1.39M	Hold	5,192	–	–	0.59%	45
2024 Q1	$1.35M	Sell	5,192 -464	-8%	-$115K	0.58%	46
2023 Q4	$1.34M	Sell	5,656 -818	-13%	-$181K	0.63%	42
2023 Q3	$1.38M	Hold	6,474	–	–	0.7%	41
2023 Q2	$1.43M	Sell	6,474 -52	-0.8%	-$10.8K	0.69%	41
2023 Q1	$1.33M	Hold	6,526	–	–	0.69%	42
2022 Q4	$1.25M	Buy	+6,526	New	+$1.26M	0.67%	46

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eley Financial Management's VTI Position: Q1 2026 in Review

Eley Financial Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q1 2026, selling an estimated $3.35K and leaving 3,915 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #48.

Eley Financial Management first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2023. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Eley Financial Management held 3,915 shares of Vanguard Morningstar Total Stock Market ETF worth $1.26M as of Q1 2026.
Eley Financial Management sold 10 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.35K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Eley Financial Management's portfolio in Q1 2026, its #48 holding.
Eley Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Eley Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.43M in Q2 2023.
3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.