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

Aspire Private 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	$1.37M	Sell	3,715 -54	-1%	-$19.3K	0.28%	79
2026 Q1	$1.21M	Buy	3,769 +53	+1%	+$17.8K	0.27%	84
2025 Q4	$1.25M	Sell	3,716 -662	-15%	-$220K	0.28%	84
2025 Q3	$1.44M	Buy	4,378 +524	+14%	+$166K	0.32%	74
2025 Q2	$1.17M	Sell	3,854 -72	-2%	-$20.3K	0.27%	85
2025 Q1	$1.08M	Buy	3,926 +100	+3%	+$29.1K	0.27%	80
2024 Q4	$1.11M	Sell	3,826 -202	-5%	-$58.9K	0.28%	71
2024 Q3	$1.14M	Sell	4,028 -329	-8%	-$89.7K	0.27%	65
2024 Q2	$1.17M	Sell	4,357 -359	-8%	-$92.9K	0.3%	57
2024 Q1	$1.23M	Buy	4,716 +402	+9%	+$99.5K	0.32%	51
2023 Q4	$1.02M	Sell	4,314 -76	-2%	-$16.8K	0.3%	47
2023 Q3	$933K	Sell	4,390 -492	-10%	-$109K	0.3%	43
2023 Q2	$1.08M	Sell	4,882 -44	-0.9%	-$9.18K	0.34%	41
2023 Q1	$1.01M	Buy	4,926 +516	+12%	+$103K	0.33%	43
2022 Q4	$843K	Buy	4,410 +2,793	+173%	+$538K	0.3%	45
2022 Q3	$290K	Sell	1,617 -46	-3%	-$9.17K	0.11%	105
2022 Q2	$314K	Sell	1,663 -202	-11%	-$41.5K	0.11%	103
2022 Q1	$425K	Sell	1,865 -122	-6%	-$27.4K	0.14%	98
2021 Q4	$480K	Sell	1,987 -477	-19%	-$113K	0.15%	98
2021 Q3	$547K	Sell	2,464 -202	-8%	-$46.1K	0.18%	73
2021 Q2	$594K	Sell	2,666 -1,834	-41%	-$398K	0.19%	62
2021 Q1	$930K	Sell	4,500 -604	-12%	-$122K	0.33%	49
2020 Q4	$993K	Sell	5,104 -325	-6%	-$59.4K	0.38%	51
2020 Q3	$925K	Buy	5,429 +156	+3%	+$26.2K	0.38%	51
2020 Q2	$825K	Buy	5,273 +1,446	+38%	+$213K	0.38%	49
2020 Q1	$493K	Buy	3,827 +49	+1%	+$7.58K	0.27%	58
2019 Q4	$618K	Buy	3,778 +158	+4%	+$24.8K	0.27%	69
2019 Q3	$547K	Buy	3,620 +162	+5%	+$24.4K	0.26%	67
2019 Q2	$519K	Buy	3,458 +1	+0%	+$147	0.25%	80
2019 Q1	$500K	Buy	3,457 +126	+4%	+$17.6K	0.25%	85
2018 Q4	$425K	Buy	+3,331	New	+$460K	0.25%	83

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

Aspire Private Capital's VTI Position: Q2 2026 in Review

Aspire Private Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $19.3K and leaving 3,715 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #79.

Aspire Private Capital first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.44M in Q3 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aspire Private Capital held 3,715 shares of Vanguard Morningstar Total Stock Market ETF worth $1.37M as of Q2 2026.
Aspire Private Capital sold 54 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Aspire Private Capital's portfolio in Q2 2026, its #79 holding.
Aspire Private Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
Aspire Private Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $1.44M in Q3 2025.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.