XWM
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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
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

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

Xcel Wealth Management's VTI Position: Q2 2026 in Review

Xcel Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 576 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in VTI as recently as Q4 2025.

Xcel Wealth Management first reported a position in VTI in Q4 2018 and has held it in 24 quarters since. The position peaked at $482K in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Xcel Wealth Management held 576 shares of Vanguard Morningstar Total Stock Market ETF worth $213K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Xcel Wealth Management position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Xcel Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Xcel Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
  • Xcel Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $482K in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.