Elwood & Goetz Wealth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Elwood & Goetz Wealth Advisory 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	$21.8M	Buy	58,985 +2,124	+4%	+$759K	3.23%	8
2026 Q1	$18.2M	Buy	56,861 +4,293	+8%	+$1.44M	3.1%	9
2025 Q4	$17.6M	Sell	52,568 -327	-0.6%	-$109K	3.1%	9
2025 Q3	$17.4M	Sell	52,895 -755	-1%	-$238K	3.33%	8
2025 Q2	$16.3M	Sell	53,650 -1,362	-2%	-$383K	3.52%	8
2025 Q1	$15.1M	Buy	55,012 +1,134	+2%	+$329K	3.69%	8
2024 Q4	$15.6M	Sell	53,878 -610	-1%	-$178K	3.81%	8
2024 Q3	$15.4M	Sell	54,488 -737	-1%	-$201K	3.82%	8
2024 Q2	$14.8M	Sell	55,225 -3,517	-6%	-$910K	4.19%	8
2024 Q1	$15.3M	Sell	58,742 -345	-0.6%	-$85.4K	3.71%	9
2023 Q4	$14M	Sell	59,087 -1,474	-2%	-$326K	2.96%	11
2023 Q3	$12.9M	Buy	60,561 +6,370	+12%	+$1.41M	2.98%	11
2023 Q2	$11.9M	Sell	54,191 -577	-1%	-$120K	2.72%	12
2023 Q1	$11.2M	Sell	54,768 -918	-2%	-$184K	2.67%	12
2022 Q4	$10.6M	Buy	55,686 +220	+0.4%	+$42.4K	3.24%	10
2022 Q3	$9.95M	Buy	55,466 +288	+0.5%	+$57.4K	3.36%	10
2022 Q2	$10.4M	Sell	55,178 -2,276	-4%	-$468K	3.48%	9
2022 Q1	$13.1M	Sell	57,454 -1,830	-3%	-$412K	4.06%	9
2021 Q4	$14.3M	Sell	59,284 -7	-0%	-$1.65K	4.46%	9
2021 Q3	$13.2M	Sell	59,291 -3,963	-6%	-$904K	4.54%	9
2021 Q2	$14.1M	Sell	63,254 -2,908	-4%	-$631K	5.3%	8
2021 Q1	$13.7M	Sell	66,162 -1,196	-2%	-$242K	5.67%	8
2020 Q4	$13.1M	Sell	67,358 -1,834	-3%	-$335K	5.99%	8
2020 Q3	$11.8M	Sell	69,192 -14,124	-17%	-$2.38M	6.35%	8
2020 Q2	$13M	Sell	83,316 -1,347	-2%	-$199K	7.96%	7
2020 Q1	$10.9M	Buy	84,663 +6,146	+8%	+$950K	8.15%	7
2019 Q4	$12.8M	Buy	78,517 +5,501	+8%	+$862K	9.22%	6
2019 Q3	$11M	Sell	73,016 -1,036	-1%	-$156K	8.72%	6
2019 Q2	$11.1M	Sell	74,052 -3,812	-5%	-$561K	9.53%	6
2019 Q1	$11.3M	Sell	77,864 -1,478	-2%	-$206K	10.36%	5
2018 Q4	$10.1M	Buy	+79,342	New	+$11M	10.72%	5

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

Elwood & Goetz Wealth Advisory Group's VTI Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, buying an estimated $759K and bringing the position to 58,985 shares worth $21.8M. The position accounts for 3.23% of the portfolio, ranked #8.

Elwood & Goetz Wealth Advisory Group first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 58,985 shares of Vanguard Morningstar Total Stock Market ETF worth $21.8M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 2,124 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $759K.
Vanguard Morningstar Total Stock Market ETF made up 3.23% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #8 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.