Affinity Capital Advisors
VTI icon

Affinity Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Affinity Capital Advisors’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
Q3 		$621K Buy
1,626
+800
+97% +$300K 0.07% 107
2026
Q2 		$307K Sell
826
-19
-2% -$6.79K 0.04% 149
2026
Q1 		$271K Sell
845
-22
-3% -$7.38K 0.04% 143
2025
Q4 		$291K Buy
867
+18
+2% +$5.99K 0.04% 133
2025
Q3 		$280K Sell
849
-75
-8% -$23.7K 0.04% 127
2025
Q2 		$281K Sell
924
-18
-2% -$5.06K 0.05% 134
2025
Q1 		$247K Sell
942
-33
-3% -$9.6K 0.05% 133
2024
Q4 		$284K Sell
975
-283
-22% -$82.6K 0.05% 126
2024
Q3 		$356K Sell
1,258
-28
-2% -$7.64K 0.07% 111
2024
Q2 		$344K Buy
1,286
+274
+27% +$70.9K 0.07% 111
2024
Q1 		$263K Buy
1,012
+19
+2% +$4.7K 0.06% 125
2023
Q4 		$236K Sell
993
-1,180
-54% -$261K 0.06% 126
2023
Q3 		$462K Sell
2,173
-36
-2% -$7.97K 0.13% 85
2023
Q2 		$487K Sell
2,209
-494
-18% -$103K 0.13% 77
2023
Q1 		$552K Buy
2,703
+290
+12% +$58.1K 0.17% 71
2022
Q4 		$461K Sell
2,413
-1,537
-39% -$296K 0.16% 65
2022
Q3 		$709K Buy
3,950
+41
+1% +$8.17K 0.25% 52
2022
Q2 		$737K Buy
3,909
+288
+8% +$59.2K 0.25% 53
2022
Q1 		$824K Buy
3,621
+22
+0.6% +$4.95K 0.26% 53
2021
Q4 		$869K Buy
3,599
+47
+1% +$11.1K 0.26% 55
2021
Q3 		$789K Buy
3,552
+247
+7% +$56.3K 0.26% 56
2021
Q2 		$736K Buy
3,305
+1,066
+48% +$231K 0.25% 56
2021
Q1 		$463K Buy
2,239
+945
+73% +$191K 0.17% 71
2020
Q4 		$252K Sell
1,294
-254
-16% -$46.4K 0.1% 95
2020
Q3 		$264K Sell
1,548
-103
-6% -$17.3K 0.15% 83
2020
Q2 		$258K Sell
1,651
-116
-7% -$17.1K 0.17% 78
2020
Q1 		$253K Buy
1,767
+532
+43% +$82.3K 0.18% 80
2019
Q4 		$202K Buy
+1,235
New +$193K 0.13% 112

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Affinity Capital Advisors's VTI Position: Q3 2026 in Review

Affinity Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 97% in Q3 2026, buying an estimated $300K and bringing the position to 1,626 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #107.

Affinity Capital Advisors first reported a position in VTI in Q4 2019 and has held it in 28 quarters since. The position peaked at $869K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Affinity Capital Advisors held 1,626 shares of Vanguard Morningstar Total Stock Market ETF worth $621K as of Q3 2026.
  • Affinity Capital Advisors bought 800 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $300K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Affinity Capital Advisors's portfolio in Q3 2026, its #107 holding.
  • Affinity Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • Affinity Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $869K in Q4 2021.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.