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Level Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Level Financial 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
Q2 		$8.17M Sell
22,080
-138
-0.6% -$49.3K 1.83% 18
2026
Q1 		$7.13M Buy
22,218
+1,282
+6% +$430K 1.82% 18
2025
Q4 		$7.02M Sell
20,936
-100
-0.5% -$33.3K 1.86% 18
2025
Q3 		$6.9M Sell
21,036
-323
-2% -$102K 1.95% 18
2025
Q2 		$6.49M Buy
21,359
+2,425
+13% +$682K 2.02% 17
2025
Q1 		$5.2M Sell
18,934
-25
-0.1% -$7.26K 1.77% 17
2024
Q4 		$5.49M Buy
18,959
+87
+0.5% +$25.4K 2.02% 14
2024
Q3 		$5.34M Buy
18,872
+263
+1% +$71.7K 2.04% 12
2024
Q2 		$4.98M Buy
18,609
+319
+2% +$82.6K 2.16% 11
2024
Q1 		$4.75M Sell
18,290
-153
-0.8% -$37.9K 2.16% 11
2023
Q4 		$4.38M Sell
18,443
-11
-0.1% -$2.43K 2.16% 11
2023
Q3 		$3.92M Sell
18,454
-836
-4% -$185K 2.19% 10
2023
Q2 		$4.25M Buy
19,290
+1,026
+6% +$214K 2.37% 9
2023
Q1 		$3.73M Buy
18,264
+1,050
+6% +$210K 2.24% 10
2022
Q4 		$3.29M Buy
17,214
+2,382
+16% +$459K 2.16% 10
2022
Q3 		$2.66M Buy
14,832
+6,953
+88% +$1.39M 1.97% 10
2022
Q2 		$1.49M Buy
7,879
+5,751
+270% +$1.18M 1.09% 19
2022
Q1 		$484K Buy
2,128
+1,243
+140% +$280K 0.37% 31
2021
Q4 		$214K Buy
+885
New +$209K 0.16% 42

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

Level Financial Advisors's VTI Position: Q2 2026 in Review

Level Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.62% in Q2 2026, selling an estimated $49.3K and leaving 22,080 shares worth $8.17M. The position accounts for 1.83% of the portfolio, ranked #18.

Level Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Level Financial Advisors held 22,080 shares of Vanguard Morningstar Total Stock Market ETF worth $8.17M as of Q2 2026.
  • Level Financial Advisors sold 138 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $49.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.83% of Level Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Level Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.