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

Aspen Capital Management’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	$1.58M	Buy	4,266 +37	+0.9%	+$13.2K	0.35%	30
2026 Q1	$1.36M	Buy	4,229 +1	+0%	+$336	0.34%	29
2025 Q4	$1.42M	Buy	4,228 +1	+0%	+$333	0.35%	28
2025 Q3	$1.39M	Buy	4,227 +1	+0%	+$316	0.35%	27
2025 Q2	$1.28M	Hold	4,226	–	–	0.36%	27
2025 Q1	$1.16M	Buy	+4,226	New	+$1.23M	0.37%	27

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aspen Capital Management's VTI Position: Q2 2026 in Review

Aspen Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.87% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,266 shares worth $1.58M. The position accounts for 0.35% of the portfolio, ranked #30.

Aspen Capital Management first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aspen Capital Management held 4,266 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q2 2026.
Aspen Capital Management bought 37 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Aspen Capital Management's portfolio in Q2 2026, its #30 holding.
Aspen Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.