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

Aptus 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
Q2 		$17.5M Buy
47,273
+1,676
+4% +$599K 0.12% 147
2026
Q1 		$14.6M Buy
45,597
+2,838
+7% +$952K 0.11% 155
2025
Q4 		$14.3M Buy
42,759
+652
+2% +$217K 0.1% 166
2025
Q3 		$13.8M Sell
42,107
-45,352
-52% -$14.3M 0.1% 167
2025
Q2 		$26.6M Buy
87,459
+46,114
+112% +$13M 0.22% 98
2025
Q1 		$11.4M Sell
41,345
-1,568
-4% -$456K 0.12% 164
2024
Q4 		$12.4M Sell
42,913
-11,408
-21% -$3.33M 0.13% 140
2024
Q3 		$15.4M Buy
54,321
+24,197
+80% +$6.6M 0.23% 107
2024
Q2 		$8.06M Sell
30,124
-18,699
-38% -$4.84M 0.14% 137
2024
Q1 		$12.7M Buy
48,823
+39,074
+401% +$9.67M 0.24% 88
2023
Q4 		$2.31M Sell
9,749
-2,937
-23% -$649K 0.06% 212
2023
Q3 		$2.69M Buy
12,686
+565
+5% +$125K 0.07% 193
2023
Q2 		$2.67M Sell
12,121
-1,150
-9% -$240K 0.06% 207
2023
Q1 		$2.71M Buy
13,271
+6,585
+98% +$1.32M 0.07% 188
2022
Q4 		$1.28M Hold
6,686
– – 0.04% 258
2022
Q3 		$1.2M Sell
6,686
-1,134
-15% -$226K 0.03% 250
2022
Q2 		$1.48M Buy
7,820
+910
+13% +$187K 0.04% 213
2022
Q1 		$1.57M Sell
6,910
-349
-5% -$78.5K 0.04% 223
2021
Q4 		$1.75M Buy
7,259
+660
+10% +$156K 0.05% 218
2021
Q3 		$1.47M Buy
6,599
+2,180
+49% +$497K 0.04% 210
2021
Q2 		$985K Buy
4,419
+1,413
+47% +$307K 0.03% 232
2021
Q1 		$621K Buy
3,006
+1,900
+172% +$384K 0.02% 257
2020
Q4 		$215K Sell
1,106
-1,957
-64% -$358K 0.01% 304
2020
Q3 		$521K Buy
3,063
+1,398
+84% +$235K 0.03% 221
2020
Q2 		$260K Buy
1,665
+192
+13% +$28.3K 0.02% 242
2020
Q1 		$189K Sell
1,473
-205
-12% -$31.7K 0.02% 265
2019
Q4 		$274K Buy
1,678
+655
+64% +$103K 0.02% 317
2019
Q3 		$154K Buy
+1,023
New +$154K 0.01% 363

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

Aptus Capital Advisors's VTI Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, buying an estimated $599K and bringing the position to 47,273 shares worth $17.5M. The position accounts for 0.12% of the portfolio, ranked #147.

Aptus Capital Advisors first reported a position in VTI in Q3 2019 and has held it in 28 quarters since. The position peaked at $26.6M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Aptus Capital Advisors held 47,273 shares of Vanguard Morningstar Total Stock Market ETF worth $17.5M as of Q2 2026.
  • Aptus Capital Advisors bought 1,676 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $599K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Aptus Capital Advisors's portfolio in Q2 2026, its #147 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $26.6M in Q2 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.