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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
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 $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

Your Advocates Ltd's VTI Position: Q1 2026 in Review

Your Advocates Ltd increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 257% in Q1 2026, buying an estimated $927K and bringing the position to 3,838 shares worth $1.23M. The position accounts for 0.38% of the portfolio, ranked #17.

Your Advocates Ltd first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Your Advocates Ltd held 3,838 shares of Vanguard Morningstar Total Stock Market ETF worth $1.23M as of Q1 2026.
  • Your Advocates Ltd bought 2,763 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $927K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of Your Advocates Ltd's portfolio in Q1 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 16 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.