Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VTIVTI
30 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 727,165 shares of VTI (VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF), worth $257.9M as of 2026-Q2. The position was increased (+7.1% shares). VTI represents 0.4% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$257.9M

Current Shares

727,165

Total Value Change

+$257.1M

Total Shares Change

+721,828

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
727,165
+7.1%
$257.9M0.4%$369.11
39
2026-Q1
Decreased
678,991
-37.3%
$00.0%$319.08
0
2025-Q4
Increased
1.1M
+0.4%
$369.4M0.5%$332.43
44
2025-Q3
Decreased
1.1M
-0.0%
$355.4M0.5%$324.47
0
2025-Q2
Increased
1.1M
+0.7%
$332.3M0.5%$299.67
44
2025-Q1
Increased
1.1M
+5.7%
$294.3M0.6%$270.17
46
2024-Q4
Increased
1M
+18.4%
$293.5M0.6%$283.89
51
2024-Q3
Increased
855,666
+3.1%
$242.3M0.5%$276.48
45
2024-Q2
Increased
830,044
+18.9%
$222M0.5%$260.40
51
2024-Q1
Increased
698,378
+5.6%
$181.5M0.5%$252.10
39
2023-Q4
Increased
661,548
+5.3%
$156.9M0.5%$229.29
38
2023-Q3
Increased
628,534
+145.2%
$133.5M0.4%$204.43
58
2023-Q2
Increased
256,328
+666.0%
$56.5M0.6%$211.23
67
2023-Q1
Decreased
33,461
-86.1%
$6.8M0.1%$194.97
0
2022-Q4
Decreased
241,268
-41.1%
$48.5M0.6%$181.91
0
2022-Q3
Decreased
409,947
-1.4%
$74.8M1.1%$169.94
0
2022-Q2
Decreased
415,944
-0.9%
$81M1.1%$177.85
0
2022-Q1
Decreased
419,849
-1.7%
$96.8M1.3%$213.81
0
2021-Q4
Increased
427,068
+1.9%
$96.3M1.4%$226.04
48
2021-Q3
Decreased
418,919
-5.6%
$98.7M1.5%$207.15
0
2021-Q2
Increased
443,881
+0.1%
$99.5M1.6%$207.21
47
2021-Q1
Increased
443,571
+7490.2%
$93.9M1.7%$191.62
76
2020-Q4
Decreased
5,844
-0.7%
$1.2M0.0%$179.85
0
2020-Q3
Increased
5,886
+0.3%
$1.1M0.0%$156.73
25
2020-Q2
Increased
5,868
+0.3%
$973,0000.0%$143.46
25
2020-Q1
Increased
5,848
+8.4%
$840,0000.0%$117.61
27
2019-Q4
Increased
5,397
+0.5%
$884,0000.0%$148.54
25
2019-Q3
Increased
5,373
+0.4%
$809,0000.0%$136.35
25
2019-Q2
Increased
5,353
+0.3%
$825,0000.0%$134.91
25
2019-Q1
First report
5,337
-
$800,0000.0%$129.59
0

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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