Empower Advisory Group
VTI icon

Empower Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Empower 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 		$510M Buy
1,378,311
+77,008
+6% +$27.5M 1.22% 20
2026
Q1 		$417M Sell
1,301,303
-355,271
-21% -$119M 1.08% 23
2025
Q4 		$555M Buy
1,656,574
+94,754
+6% +$31.5M 1.5% 17
2025
Q3 		$513M Sell
1,561,820
-37,401
-2% -$11.8M 1.42% 18
2025
Q2 		$486M Buy
1,599,221
+45,762
+3% +$12.9M 1.46% 15
2025
Q1 		$427M Sell
1,553,459
-115,671
-7% -$33.6M 1.39% 17
2024
Q4 		$484M Buy
1,669,130
+5,957
+0.4% +$1.74M 1.63% 15
2024
Q3 		$471M Sell
1,663,173
-6,980
-0.4% -$1.9M 1.59% 15
2024
Q2 		$447M Buy
1,670,153
+2,890
+0.2% +$748K 1.66% 15
2024
Q1 		$433M Sell
1,667,263
-41,369
-2% -$10.2M 1.62% 15
2023
Q4 		$405M Buy
1,708,632
+4,472
+0.3% +$989K 1.6% 15
2023
Q3 		$362M Sell
1,704,160
-42,392
-2% -$9.38M 1.6% 15
2023
Q2 		$385M Buy
1,746,552
+17,846
+1% +$3.72M 1.66% 14
2023
Q1 		$354M Buy
+1,728,706
New +$346M 1.59% 14

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

Empower Advisory Group's VTI Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.9% in Q2 2026, buying an estimated $27.5M and bringing the position to 1,378,311 shares worth $510M. The position accounts for 1.22% of the portfolio, ranked #20.

Empower Advisory Group first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $555M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Empower Advisory Group held 1,378,311 shares of Vanguard Morningstar Total Stock Market ETF worth $510M as of Q2 2026.
  • Empower Advisory Group bought 77,008 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $27.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.22% of Empower Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $555M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.