EIG
VTI icon

Ellenbecker Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ellenbecker Investment Group’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 		$1.35M Buy
3,656
+1,330
+57% +$476K 0.16% 39
2026
Q1 		$746K Buy
2,326
+1,324
+132% +$444K 0.1% 56
2025
Q4 		$336K Buy
1,002
+105
+12% +$34.9K 0.05% 92
2025
Q3 		$294K Buy
897
+115
+15% +$36.3K 0.04% 99
2025
Q2 		$238K Sell
782
-102
-12% -$28.7K 0.04% 107
2025
Q1 		$243K Sell
884
-18
-2% -$5.23K 0.04% 99
2024
Q4 		$261K Buy
902
+22
+3% +$6.42K 0.05% 102
2024
Q3 		$249K Buy
880
+34
+4% +$9.27K 0.05% 100
2024
Q2 		$227K Sell
846
-13
-2% -$3.37K 0.05% 109
2024
Q1 		$223K Buy
+859
New +$213K 0.05% 103
2022
Q2 		– Sell
-1,466
Closed -$333K – 88
2022
Q1 		$333K Sell
1,466
-147
-9% -$33.1K 0.09% 62
2021
Q4 		$389K Sell
1,613
-32
-2% -$7.55K 0.11% 57
2021
Q3 		$365K Sell
1,645
-180
-10% -$41K 0.11% 47
2021
Q2 		$407K Hold
1,825
– – 0.13% 44
2021
Q1 		$377K Sell
1,825
-87
-5% -$17.6K 0.13% 46
2020
Q4 		$372K Buy
1,912
+234
+14% +$42.8K 0.14% 42
2020
Q3 		$286K Buy
1,678
+3
+0.2% +$505 0.12% 44
2020
Q2 		$262K Buy
1,675
+2
+0.1% +$295 0.13% 46
2020
Q1 		$216K Sell
1,673
-105
-6% -$16.2K 0.14% 50
2019
Q4 		$291K Buy
+1,778
New +$279K 0.15% 46
2018
Q3 		– Sell
-4,829
Closed -$678K – 53
2018
Q2 		$678K Hold
4,829
– – 0.54% 25
2018
Q1 		$655K Sell
4,829
-219
-4% -$30.7K 0.54% 24
2017
Q4 		$693K Buy
+5,048
New +$676K 0.58% 24

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

Ellenbecker Investment Group's VTI Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 57% in Q2 2026, buying an estimated $476K and bringing the position to 3,656 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #39.

Ellenbecker Investment Group first reported a position in VTI in Q4 2017 and has held it in 23 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ellenbecker Investment Group held 3,656 shares of Vanguard Morningstar Total Stock Market ETF worth $1.35M as of Q2 2026.
  • Ellenbecker Investment Group bought 1,330 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $476K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Ellenbecker Investment Group's portfolio in Q2 2026, its #39 holding.
  • Ellenbecker Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 23 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.