IWA
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Invera Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Invera Wealth Advisors’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 		$334K Hold
1,040
– – 0.21% 83
2025
Q4 		$349K Hold
1,040
– – 0.22% 79
2025
Q3 		$341K Hold
1,040
– – 0.21% 76
2025
Q2 		$316K Hold
1,040
– – 0.21% 76
2025
Q1 		$286K Buy
+1,040
New +$302K 0.18% 82
2024
Q1 		– Sell
-1,040
Closed -$247K – 94
2023
Q4 		$247K Buy
+1,040
New +$230K 0.15% 91

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invera Wealth Advisors's VTI Position: Q1 2026 in Review

Invera Wealth Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,040 shares worth $334K. The position accounts for 0.21% of the portfolio, ranked #83.

Invera Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. The position peaked at $349K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Invera Wealth Advisors held 1,040 shares of Vanguard Total Stock Market ETF worth $334K as of Q1 2026.
  • Invera Wealth Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.21% of Invera Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Invera Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $349K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.