Optivise Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Optivise Advisory Services’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	$665K	Buy	1,796 +342	+24%	+$122K	0.34%	87
2026 Q1	$467K	Hold	1,454	–	–	0.28%	88
2025 Q4	$488K	Buy	1,454 +6	+0.4%	+$2K	0.28%	94
2025 Q3	$475K	Buy	1,448 +6	+0.4%	+$1.9K	0.28%	88
2025 Q2	$438K	Hold	1,442	–	–	0.22%	107
2025 Q1	$396K	Sell	1,442 -86	-6%	-$25K	0.22%	98
2024 Q4	$443K	Buy	1,528 +4	+0.3%	+$1.17K	0.24%	97
2024 Q3	$431K	Sell	1,524 -55	-3%	-$15K	0.23%	92
2024 Q2	$422K	Buy	+1,579	New	+$409K	0.23%	93

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

Optivise Advisory Services's VTI Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, buying an estimated $122K and bringing the position to 1,796 shares worth $665K. The position accounts for 0.34% of the portfolio, ranked #87.

Optivise Advisory Services first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Optivise Advisory Services held 1,796 shares of Vanguard Morningstar Total Stock Market ETF worth $665K as of Q2 2026.
Optivise Advisory Services bought 342 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $122K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Optivise Advisory Services's portfolio in Q2 2026, its #87 holding.
Optivise Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.