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

Level 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	$68.9M	Buy	186,228 +15,768	+9%	+$5.64M	27.6%	1
2026 Q1	$54.7M	Buy	170,460 +13,930	+9%	+$4.67M	25.62%	1
2025 Q4	$52.5M	Buy	156,530 +1,870	+1%	+$622K	26.84%	1
2025 Q3	$50.8M	Buy	154,660 +7,308	+5%	+$2.31M	26.72%	1
2025 Q2	$44.8M	Sell	147,352 -34,298	-19%	-$9.65M	26.04%	1
2025 Q1	$49.9M	Buy	181,650 +23,193	+15%	+$6.74M	32.67%	1
2024 Q4	$45.9M	Buy	+158,457	New	+$46.2M	32.44%	1

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

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

Level Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.3% in Q2 2026, buying an estimated $5.64M and bringing the position to 186,228 shares worth $68.9M. The position accounts for 27.6% of the portfolio, ranked #1.

Level Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Level Wealth Management held 186,228 shares of Vanguard Morningstar Total Stock Market ETF worth $68.9M as of Q2 2026.
Level Wealth Management bought 15,768 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.64M.
Vanguard Morningstar Total Stock Market ETF made up 27.6% of Level Wealth Management's portfolio in Q2 2026, its #1 holding.
Level Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.