EWM
VTI icon

Elmwood Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Elmwood Wealth 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
Q2 		$5.26M Buy
14,204
+286
+2% +$102K 1.31% 23
2026
Q1 		$4.47M Buy
13,918
+11,355
+443% +$3.81M 1.23% 25
2025
Q4 		$859K Buy
2,563
+124
+5% +$41.3K 0.27% 91
2025
Q3 		$801K Hold
2,439
– – 0.28% 83
2025
Q2 		$741K Sell
2,439
-197
-7% -$55.4K 0.29% 83
2025
Q1 		$725K Hold
2,636
– – 0.3% 83
2024
Q4 		$764K Sell
2,636
-207
-7% -$60.4K 0.31% 86
2024
Q3 		$805K Buy
2,843
+207
+8% +$56.5K 0.33% 86
2024
Q2 		$705K Hold
2,636
– – 0.31% 86
2024
Q1 		$685K Buy
+2,636
New +$652K 0.29% 88
2023
Q4 		– Sell
-2,961
Closed -$629K – 121
2023
Q3 		$629K Buy
2,961
+221
+8% +$48.9K 0.3% 88
2023
Q2 		$604K Hold
2,740
– – 0.28% 87
2023
Q1 		$559K Sell
2,740
-72
-3% -$14.4K 0.26% 89
2022
Q4 		$538K Buy
2,812
+57
+2% +$11K 0.27% 93
2022
Q3 		$494K Hold
2,755
– – 0.25% 90
2022
Q2 		$520K Buy
2,755
+4
+0.1% +$822 0.3% 86
2022
Q1 		$626K Buy
2,751
+8
+0.3% +$1.8K 0.32% 84
2021
Q4 		$662K Buy
+2,743
New +$648K 0.32% 81
2021
Q2 		$628K Hold
2,820
– – 0.33% 77
2021
Q1 		$583K Buy
+2,820
New +$571K 0.36% 76
2020
Q3 		$486K Hold
3,104
– – 0.39% 71
2020
Q2 		$486K Sell
3,104
-1,707
-35% -$252K 0.39% 71
2020
Q1 		$653K Buy
4,811
+2,130
+79% +$329K 0.62% 58
2019
Q4 		$439K Buy
2,681
+13
+0.5% +$2.04K 0.38% 74
2019
Q3 		$403K Sell
2,668
-1,667
-38% -$251K 0.41% 64
2019
Q2 		$651K Sell
4,335
-48
-1% -$7.07K 0.58% 62
2019
Q1 		$634K Buy
4,383
+12
+0.3% +$1.67K 0.59% 61
2018
Q4 		$558K Sell
4,371
-452
-9% -$62.4K 0.54% 61
2018
Q3 		$722K Hold
4,823
– – 0.6% 63
2018
Q2 		$677K Buy
4,823
+12
+0.2% +$1.67K 0.62% 59
2018
Q1 		$653K Buy
+4,811
New +$675K 0.62% 58

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

Elmwood Wealth Management's VTI Position: Q2 2026 in Review

Elmwood Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, buying an estimated $102K and bringing the position to 14,204 shares worth $5.26M. The position accounts for 1.31% of the portfolio, ranked #23.

Elmwood Wealth Management first reported a position in VTI in Q1 2018 and has held it in 31 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Elmwood Wealth Management held 14,204 shares of Vanguard Morningstar Total Stock Market ETF worth $5.26M as of Q2 2026.
  • Elmwood Wealth Management bought 286 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.31% of Elmwood Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Elmwood Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 31 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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