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

Traveka Wealth’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 		$6.8M Sell
18,383
-269
-1% -$96.2K 2.26% 10
2026
Q1 		$5.98M Buy
18,652
+225
+1% +$75.5K 2.28% 10
2025
Q4 		$6.18M Buy
18,427
+618
+3% +$206K 2.52% 9
2025
Q3 		$5.84M Sell
17,809
-48
-0.3% -$15.2K 2.61% 8
2025
Q2 		$5.43M Buy
17,857
+1,361
+8% +$383K 2.87% 7
2025
Q1 		$4.53M Buy
16,496
+446
+3% +$130K 2.54% 10
2024
Q4 		$4.65M Buy
16,050
+714
+5% +$208K 2.56% 10
2024
Q3 		$4.34M Sell
15,336
-3,561
-19% -$971K 2.2% 13
2024
Q2 		$5.06M Sell
18,897
-97
-0.5% -$25.1K 2.47% 10
2024
Q1 		$4.94M Buy
18,994
+1,116
+6% +$276K 2.28% 9
2023
Q4 		$4.24M Buy
+17,878
New +$3.95M 2.13% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Traveka Wealth's VTI Position: Q2 2026 in Review

Traveka Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $96.2K and leaving 18,383 shares worth $6.8M. The position accounts for 2.26% of the portfolio, ranked #10.

Traveka Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 2,100 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Traveka Wealth held 18,383 shares of Vanguard Morningstar Total Stock Market ETF worth $6.8M as of Q2 2026.
  • Traveka Wealth sold 269 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $96.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.26% of Traveka Wealth's portfolio in Q2 2026, its #10 holding.
  • Traveka Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,100 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.