Your Advocates Ltd’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Your Advocates Ltd’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	$1.42M	Buy	3,847 +9	+0.2%	+$3.22K	0.41%	17
2026 Q1	$1.23M	Buy	3,838 +2,763	+257%	+$927K	0.38%	17
2025 Q4	$360K	Buy	1,075 +8	+0.7%	+$2.66K	0.12%	23
2025 Q3	$350K	Hold	1,067	–	–	0.12%	24
2025 Q2	$324K	Buy	1,067 +192	+22%	+$54K	0.12%	23
2025 Q1	$240K	Hold	875	–	–	0.09%	26
2024 Q4	$254K	Buy	+875	New	+$255K	0.1%	24
2024 Q2	–	Sell	-71	Closed	-$18.5K	–	259
2024 Q1	$18.5K	Sell	71 -30	-30%	-$7.42K	0.01%	90
2023 Q4	$24K	Sell	101 -308	-75%	-$68.1K	0.01%	81
2023 Q3	$86.9K	Buy	409 +379	+1,263%	+$83.9K	0.05%	42
2023 Q2	$6.61K	Hold	30	–	–	﹤0.01%	156
2023 Q1	$6.12K	Hold	30	–	–	﹤0.01%	119
2022 Q4	$5.74K	Buy	30 +5	+20%	+$964	﹤0.01%	110
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	125
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	119
2022 Q1	$6K	Buy	25 +15	+150%	+$3.37K	﹤0.01%	125
2021 Q4	$2K	Buy	+10	New	+$2.36K	﹤0.01%	174

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Your Advocates Ltd's VTI Position: Q2 2026 in Review

Your Advocates Ltd increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,847 shares worth $1.42M. The position accounts for 0.41% of the portfolio, ranked #17.

Your Advocates Ltd first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Your Advocates Ltd held 3,847 shares of Vanguard Morningstar Total Stock Market ETF worth $1.42M as of Q2 2026.
Your Advocates Ltd bought 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
Vanguard Morningstar Total Stock Market ETF made up 0.41% of Your Advocates Ltd's portfolio in Q2 2026, its #17 holding.
Your Advocates Ltd first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.