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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$862K Sell
2,330
-33
-1% -$11.8K 0.31% 55
2026
Q1
$758K Hold
2,363
0.31% 57
2025
Q4
$792K Hold
2,363
0.34% 52
2025
Q3
$775K Buy
2,363
+934
+65% +$295K 0.36% 51
2025
Q2
$434K Hold
1,429
0.22% 72
2025
Q1
$393K Buy
1,429
+976
+215% +$284K 0.21% 78
2024
Q4
$131K Hold
453
0.07% 112
2024
Q3
$128K Buy
453
+30
+7% +$8.18K 0.07% 114
2024
Q2
$100K Buy
423
+21
+5% +$5.43K 0.07% 118
2024
Q1
$82K Sell
402
-21
-5% -$5.2K 0.07% 120
2023
Q4
$100K Buy
+423
New +$93.5K 0.07% 118

Other funds holding VTI

American Capital Advisory's VTI Position: Q2 2026 in Review

American Capital Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $11.8K and leaving 2,330 shares worth $862K. The position accounts for 0.31% of the portfolio, ranked #55.

American Capital Advisory first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • American Capital Advisory held 2,330 shares of Vanguard Morningstar Total Stock Market ETF worth $862K as of Q2 2026.
  • American Capital Advisory sold 33 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.31% of American Capital Advisory's portfolio in Q2 2026, its #55 holding.
  • American Capital Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.