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 Q3	$663K	Sell	1,771 -25	-1%	-$9.37K	0.33%	84
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Optivise Advisory Services's VTI Position: Q3 2026 in Review

Optivise Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q3 2026, selling an estimated $9.37K and leaving 1,771 shares worth $663K. The position accounts for 0.33% of the portfolio, ranked #84.

Optivise Advisory Services first reported a position in VTI in Q2 2024 and has held it in 10 quarters since. The position peaked at $665K in Q2 2026. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Optivise Advisory Services held 1,771 shares of Vanguard Morningstar Total Stock Market ETF worth $663K as of Q3 2026.
Optivise Advisory Services sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $9.37K.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of Optivise Advisory Services's portfolio in Q3 2026, its #84 holding.
Optivise Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $665K in Q2 2026.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.