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

AlphaCore Capital’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 		$50M Buy
135,148
+27,023
+25% +$9.66M 0.92% 23
2026
Q1 		$34.7M Buy
108,125
+12,550
+13% +$4.21M 0.82% 31
2025
Q4 		$32M Buy
95,575
+21,350
+29% +$7.1M 0.71% 35
2025
Q3 		$24.4M Buy
74,225
+11,939
+19% +$3.77M 0.82% 28
2025
Q2 		$19M Buy
62,286
+13,618
+28% +$3.83M 0.72% 32
2025
Q1 		$13.4M Buy
+48,668
New +$14.1M 1.14% 19
2024
Q1 		– Sell
-6,344
Closed -$1.5M – 383
2023
Q4 		$1.5M Buy
6,344
+225
+4% +$49.7K 0.22% 74
2023
Q3 		$1.3M Buy
6,119
+133
+2% +$29.4K 0.21% 77
2023
Q2 		$1.32M Buy
5,986
+1,386
+30% +$289K 0.21% 82
2023
Q1 		$939K Sell
4,600
-358
-7% -$71.7K 0.25% 57
2022
Q4 		$948K Buy
4,958
+4,147
+511% +$799K 0.37% 32
2022
Q3 		$146K Sell
811
-109
-12% -$21.7K 0.07% 73
2022
Q2 		$173K Buy
920
+337
+58% +$69.2K 0.08% 73
2022
Q1 		$133K Buy
583
+361
+163% +$81.2K 0.05% 79
2021
Q4 		$54K Sell
222
-98
-31% -$23.1K 0.02% 72
2021
Q3 		$71K Buy
+320
New +$73K 0.04% 72
2020
Q3 		– Sell
-241
Closed -$38K – 75
2020
Q2 		$38K Buy
+241
New +$35.5K 0.04% 48
2020
Q1 		– Sell
-142
Closed -$23K – 366
2019
Q4 		$23K Buy
+142
New +$22.2K 0.01% 99

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

AlphaCore Capital's VTI Position: Q2 2026 in Review

AlphaCore Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q2 2026, buying an estimated $9.66M and bringing the position to 135,148 shares worth $50M. The position accounts for 0.92% of the portfolio, ranked #23.

AlphaCore Capital first reported a position in VTI in Q4 2019 and has held it in 18 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • AlphaCore Capital held 135,148 shares of Vanguard Morningstar Total Stock Market ETF worth $50M as of Q2 2026.
  • AlphaCore Capital bought 27,023 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.66M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.92% of AlphaCore Capital's portfolio in Q2 2026, its #23 holding.
  • AlphaCore Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 18 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.