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

Attessa 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	$682K	Buy	1,842 +4	+0.2%	+$1.43K	0.31%	23
2026 Q1	$590K	Sell	1,838 -25	-1%	-$8.39K	0.32%	21
2025 Q4	$625K	Hold	1,863	–	–	0.34%	17
2025 Q3	$611K	Hold	1,863	–	–	0.36%	19
2025 Q2	$566K	Hold	1,863	–	–	0.36%	20
2025 Q1	$512K	Buy	1,863 +1,133	+155%	+$329K	0.33%	22
2024 Q4	$212K	Buy	+730	New	+$213K	0.14%	38

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Attessa Capital's VTI Position: Q2 2026 in Review

Attessa Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.22% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,842 shares worth $682K. The position accounts for 0.31% of the portfolio, ranked #23.

Attessa Capital first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Attessa Capital held 1,842 shares of Vanguard Morningstar Total Stock Market ETF worth $682K as of Q2 2026.
Attessa Capital bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Attessa Capital's portfolio in Q2 2026, its #23 holding.
Attessa Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.