Xcel Wealth Management
VTI icon

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

Xcel Wealth Management’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 		$216K Hold
576
– – 0.05% 140
2026
Q2 		$213K Buy
+576
New +$206K 0.05% 139
2026
Q1 		– Sell
-651
Closed -$218K – 147
2025
Q4 		$218K Hold
651
– – 0.06% 139
2025
Q3 		$214K Buy
+651
New +$206K 0.06% 134
2025
Q1 		– Sell
-731
Closed -$212K – 136
2024
Q4 		$212K Hold
731
– – 0.06% 124
2024
Q3 		$207K Buy
+731
New +$199K 0.06% 122
2023
Q3 		– Sell
-1,899
Closed -$418K – 134
2023
Q2 		$418K Hold
1,899
– – 0.13% 95
2023
Q1 		$388K Hold
1,899
– – 0.14% 97
2022
Q4 		$363K Buy
1,899
+200
+12% +$38.5K 0.14% 93
2022
Q3 		$305K Hold
1,699
– – 0.11% 103
2022
Q2 		$320K Sell
1,699
-285
-14% -$58.6K 0.12% 100
2022
Q1 		$452K Sell
1,984
-14
-0.7% -$3.15K 0.12% 98
2021
Q4 		$482K Buy
1,998
+32
+2% +$7.55K 0.12% 103
2021
Q3 		$437K Hold
1,966
– – 0.13% 104
2021
Q2 		$438K Sell
1,966
-62
-3% -$13.5K 0.13% 102
2021
Q1 		$419K Hold
2,028
– – 0.15% 95
2020
Q4 		$394K Buy
2,028
+35
+2% +$6.4K 0.17% 90
2020
Q3 		$339K Sell
1,993
-78
-4% -$13.1K 0.17% 86
2020
Q2 		$324K Sell
2,071
-35
-2% -$5.16K 0.2% 78
2020
Q1 		$271K Hold
2,106
– – 0.24% 68
2019
Q4 		$344K Buy
2,106
+235
+13% +$36.8K 0.29% 55
2019
Q3 		$282K Sell
1,871
-1,304
-41% -$197K 0.26% 58
2019
Q2 		$476K Hold
3,175
– – 0.47% 45
2019
Q1 		$459K Hold
3,175
– – 0.47% 46
2018
Q4 		$405K Buy
+3,175
New +$438K 0.5% 44

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Xcel Wealth Management's VTI Position: Q3 2026 in Review

Xcel Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 576 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #140.

Xcel Wealth Management first reported a position in VTI in Q4 2018 and has held it in 25 quarters since. The position peaked at $482K in Q4 2021. 2,136 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Xcel Wealth Management held 576 shares of Vanguard Morningstar Total Stock Market ETF worth $216K as of Q3 2026.
  • Xcel Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Xcel Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Xcel Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 25 quarters since.
  • Xcel Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $482K in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.