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Advus Financial Partners, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advus Financial Partners, LLC’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 		$7.65M Sell
20,663
-87
-0.4% -$31.1K 1.74% 9
2026
Q1 		$6.66M Sell
20,750
-889
-4% -$298K 1.67% 12
2025
Q4 		$7.25M Sell
21,639
-107
-0.5% -$35.6K 1.76% 9
2025
Q3 		$7.14M Sell
21,746
-19
-0.1% -$6K 1.71% 9
2025
Q2 		$6.62M Sell
21,765
-754
-3% -$212K 1.69% 10
2025
Q1 		$6.19M Sell
22,519
-89
-0.4% -$25.9K 1.73% 10
2024
Q4 		$6.55M Sell
22,608
-808
-3% -$236K 1.84% 10
2024
Q3 		$6.63M Sell
23,416
-598
-2% -$163K 1.89% 10
2024
Q2 		$6.42M Sell
24,014
-94
-0.4% -$24.3K 1.96% 9
2024
Q1 		$6.27M Buy
24,108
+342
+1% +$84.6K 1.94% 9
2023
Q4 		$5.64M Buy
23,766
+7
+0% +$1.55K 1.94% 10
2023
Q3 		$5.05M Buy
23,759
+56
+0.2% +$12.4K 1.99% 11
2023
Q2 		$5.22M Sell
23,703
-102
-0.4% -$21.3K 2.01% 12
2023
Q1 		$4.86M Sell
23,805
-1,065
-4% -$213K 2.01% 12
2022
Q4 		$4.75M Sell
24,870
-12
-0% -$2.31K 2.07% 13
2022
Q3 		$4.47M Buy
24,882
+11
+0% +$2.19K 2.38% 12
2022
Q2 		$4.69M Buy
24,871
+562
+2% +$115K 2.47% 11
2022
Q1 		$5.53M Buy
+24,309
New +$5.47M 2.82% 8
2021
Q3 		$5.87M Buy
+24,307
New +$5.54M 3.24% 7

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

Advus Financial Partners, LLC's VTI Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.42% in Q2 2026, selling an estimated $31.1K and leaving 20,663 shares worth $7.65M. The position accounts for 1.74% of the portfolio, ranked #9.

Advus Financial Partners, LLC first reported a position in VTI in Q3 2021 and has held it in 19 quarters since. 3,673 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Advus Financial Partners, LLC held 20,663 shares of Vanguard Morningstar Total Stock Market ETF worth $7.65M as of Q2 2026.
  • Advus Financial Partners, LLC sold 87 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.74% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #9 holding.
  • Advus Financial Partners, LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • 3,673 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.