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Revolve Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Revolve Wealth Partners’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 		$134M Buy
361,842
+5,979
+2% +$2.14M 13.87% 1
2026
Q1 		$114M Sell
355,863
-30,467
-8% -$10.2M 14.83% 1
2025
Q4 		$130M Sell
386,330
-4,703
-1% -$1.56M 15.23% 1
2025
Q3 		$128M Sell
391,033
-1,648
-0.4% -$521K 15.4% 1
2025
Q2 		$119M Buy
392,681
+19,795
+5% +$5.57M 15.51% 1
2025
Q1 		$102M Sell
372,886
-958
-0.3% -$278K 14.82% 1
2024
Q4 		$108M Buy
373,844
+711
+0.2% +$207K 15.66% 1
2024
Q3 		$106M Sell
373,133
-1,310
-0.3% -$357K 16.09% 1
2024
Q2 		$100M Buy
374,443
+10,224
+3% +$2.65M 16.47% 1
2024
Q1 		$94.7M Sell
364,219
-209
-0.1% -$51.7K 16.12% 1
2023
Q4 		$86.4M Buy
364,428
+6,032
+2% +$1.33M 16.67% 1
2023
Q3 		$76.1M Buy
358,396
+15,594
+5% +$3.45M 17.53% 1
2023
Q2 		$75.5M Buy
342,802
+123,755
+56% +$25.8M 17.68% 1
2023
Q1 		$44.7M Buy
219,047
+170,497
+351% +$34.1M 11.37% 1
2022
Q4 		$9.28M Buy
48,550
+43,632
+887% +$8.41M 2.66% 12
2022
Q3 		$883K Buy
4,918
+170
+4% +$33.9K 0.3% 53
2022
Q2 		$896K Buy
4,748
+115
+2% +$23.6K 0.29% 53
2022
Q1 		$1.05M Buy
4,633
+300
+7% +$67.5K 0.3% 51
2021
Q4 		$1.05M Buy
+4,333
New +$1.02M 0.3% 55

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Revolve Wealth Partners's VTI Position: Q2 2026 in Review

Revolve Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $2.14M and bringing the position to 361,842 shares worth $134M. The position accounts for 13.87% of the portfolio, ranked #1.

Revolve Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Revolve Wealth Partners held 361,842 shares of Vanguard Morningstar Total Stock Market ETF worth $134M as of Q2 2026.
  • Revolve Wealth Partners bought 5,979 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.14M.
  • Vanguard Morningstar Total Stock Market ETF made up 13.87% of Revolve Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.