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UP Strategic Wealth Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

UP Strategic Wealth Investment 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
Q1 		$562K Hold
1,559
– – 0.35% 47
2025
Q4 		$532K Sell
1,559
-40
-3% -$13.3K 0.39% 40
2025
Q3 		$525K Sell
1,599
-88
-5% -$27.8K 0.39% 42
2025
Q2 		$513K Sell
1,687
-63
-4% -$17.7K 0.4% 41
2025
Q1 		$481K Hold
1,750
– – 0.43% 45
2024
Q4 		$507K Sell
1,750
-428
-20% -$125K 0.51% 35
2024
Q3 		$617K Hold
2,178
– – 0.69% 27
2024
Q2 		$583K Sell
2,178
-132
-6% -$34.2K 0.88% 25
2024
Q1 		$600K Sell
2,310
-81
-3% -$20K 0.98% 23
2023
Q4 		$567K Buy
+2,391
New +$529K 1.03% 22

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's VTI Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,559 shares worth $562K. The position accounts for 0.35% of the portfolio, ranked #47.

UP Strategic Wealth Investment Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $617K in Q3 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,559 shares of Vanguard Morningstar Total Stock Market ETF worth $562K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $617K in Q3 2024.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.