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Prevail Innovative Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prevail Innovative Wealth 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 		$984K Sell
2,658
-555
-17% -$198K 0.15% 117
2026
Q1 		$1.03M Sell
3,213
-14
-0.4% -$4.7K 0.17% 126
2025
Q4 		$1.08M Buy
3,227
+1,911
+145% +$636K 0.19% 143
2025
Q3 		$432K Buy
1,316
+552
+72% +$174K 0.08% 169
2025
Q2 		$232K Sell
764
-133
-15% -$37.4K 0.05% 184
2025
Q1 		$247K Sell
897
-1,181
-57% -$343K 0.07% 161
2024
Q4 		$602K Sell
2,078
-205
-9% -$59.8K 0.17% 114
2024
Q3 		$646K Buy
2,283
+194
+9% +$52.9K 0.2% 110
2024
Q2 		$559K Hold
2,089
– – 0.2% 108
2024
Q1 		$543K Sell
2,089
-181
-8% -$44.8K 0.2% 123
2023
Q4 		$538K Buy
2,270
+834
+58% +$184K 0.26% 95
2023
Q3 		$305K Buy
1,436
+112
+8% +$24.8K 0.16% 107
2023
Q2 		$292K Buy
+1,324
New +$276K 0.16% 83

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

Prevail Innovative Wealth Advisors's VTI Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, selling an estimated $198K and leaving 2,658 shares worth $984K. The position accounts for 0.15% of the portfolio, ranked #117.

Prevail Innovative Wealth Advisors first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 2,658 shares of Vanguard Morningstar Total Stock Market ETF worth $984K as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 555 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $198K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Prevail Innovative Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.08M in Q4 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.