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

LVW 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 		$1.25M Sell
3,372
-299
-8% -$107K 0.11% 113
2026
Q1 		$1.18M Buy
3,671
+115
+3% +$38.6K 0.11% 99
2025
Q4 		$1.19M Buy
3,556
+9
+0.3% +$2.99K 0.12% 90
2025
Q3 		$1.16M Buy
3,547
+57
+2% +$18K 0.12% 93
2025
Q2 		$1.06M Sell
3,490
-2,917
-46% -$820K 0.12% 102
2025
Q1 		$1.76M Buy
6,407
+164
+3% +$47.6K 0.21% 66
2024
Q4 		$1.81M Sell
6,243
-8
-0.1% -$2.33K 0.22% 69
2024
Q3 		$1.77M Buy
6,251
+609
+11% +$166K 0.23% 70
2024
Q2 		$1.51M Buy
5,642
+2,628
+87% +$680K 0.22% 71
2024
Q1 		$783K Sell
3,014
-22
-0.7% -$5.44K 0.13% 119
2023
Q4 		$720K Buy
3,036
+30
+1% +$6.63K 0.13% 114
2023
Q3 		$638K Buy
3,006
+344
+13% +$76.1K 0.13% 102
2023
Q2 		$586K Sell
2,662
-1,726
-39% -$360K 0.11% 120
2023
Q1 		$896K Buy
4,388
+2,397
+120% +$480K 0.18% 88
2022
Q4 		$381K Buy
1,991
+19
+1% +$3.66K 0.08% 168
2022
Q3 		$354K Sell
1,972
-397
-17% -$79.1K 0.08% 160
2022
Q2 		$447K Sell
2,369
-400
-14% -$82.2K 0.09% 148
2022
Q1 		$631K Buy
2,769
+911
+49% +$205K 0.11% 122
2021
Q4 		$449K Sell
1,858
-3,212
-63% -$758K 0.08% 160
2021
Q3 		$1.13M Sell
5,070
-39
-0.8% -$8.89K 0.19% 82
2021
Q2 		$1.14M Buy
5,109
+10
+0.2% +$2.17K 0.2% 80
2021
Q1 		$1.05M Buy
5,099
+105
+2% +$21.2K 0.2% 82
2020
Q4 		$972K Sell
4,994
-98
-2% -$17.9K 0.2% 74
2020
Q3 		$867K Buy
5,092
+200
+4% +$33.6K 0.19% 76
2020
Q2 		$766K Buy
4,892
+15
+0.3% +$2.21K 0.18% 76
2020
Q1 		$629K Sell
4,877
-3,395
-41% -$525K 0.17% 78
2019
Q4 		$1.35M Buy
8,272
+133
+2% +$20.8K 0.31% 63
2019
Q3 		$1.23M Buy
8,139
+311
+4% +$46.9K 0.3% 64
2019
Q2 		$1.18M Hold
7,828
– – 0.32% 55
2019
Q1 		$1.13M Buy
7,828
+3,682
+89% +$514K 0.3% 61
2018
Q4 		$529K Buy
4,146
+68
+2% +$9.39K 0.18% 77
2018
Q3 		$610K Buy
4,078
+622
+18% +$91.5K 0.17% 84
2018
Q2 		$485K Sell
3,456
-160
-4% -$22.3K 0.15% 88
2018
Q1 		$491K Buy
+3,616
New +$507K 0.15% 88
2017
Q1 		– Sell
-5,761
Closed -$664K – 140
2016
Q4 		$664K Buy
+5,761
New +$648K 0.23% 61
2016
Q2 		– Sell
-1,965
Closed -$206K – 148
2016
Q1 		$206K Buy
+1,965
New +$195K 0.07% 145
2015
Q3 		– Sell
-99,420
Closed -$10.6M – 154
2015
Q2 		$10.6M Buy
+99,420
New +$10.8M 4.53% 4

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

LVW Advisors's VTI Position: Q2 2026 in Review

LVW Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.1% in Q2 2026, selling an estimated $107K and leaving 3,372 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #113.

LVW Advisors first reported a position in VTI in Q2 2015 and has held it in 37 quarters since. The position peaked at $10.6M in Q2 2015. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LVW Advisors held 3,372 shares of Vanguard Morningstar Total Stock Market ETF worth $1.25M as of Q2 2026.
  • LVW Advisors sold 299 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #113 holding.
  • LVW Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 37 quarters since.
  • LVW Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $10.6M in Q2 2015.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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