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

Azimuth Capital Investment 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 		$15.5M Sell
41,985
-115
-0.3% -$41.1K 0.52% 64
2026
Q1 		$13.5M Buy
42,100
+340
+0.8% +$114K 0.51% 64
2025
Q4 		$14M Buy
41,760
+2,015
+5% +$670K 0.5% 60
2025
Q3 		$13M Buy
39,745
+3,097
+8% +$978K 0.47% 68
2025
Q2 		$11.1M Sell
36,648
-63
-0.2% -$17.7K 0.41% 80
2025
Q1 		$10.1M Sell
36,711
-110
-0.3% -$32K 0.4% 84
2024
Q4 		$10.7M Buy
36,821
+635
+2% +$185K 0.41% 76
2024
Q3 		$10.2M Buy
36,186
+65
+0.2% +$17.7K 0.4% 83
2024
Q2 		$9.66M Sell
36,121
-1,560
-4% -$404K 0.39% 80
2024
Q1 		$9.79M Buy
37,681
+2,000
+6% +$495K 0.4% 79
2023
Q4 		$8.46M Buy
35,681
+215
+0.6% +$47.5K 0.38% 91
2023
Q3 		$7.53M Sell
35,466
-70
-0.2% -$15.5K 0.37% 93
2023
Q2 		$7.83M Sell
35,536
-95
-0.3% -$19.8K 0.37% 96
2023
Q1 		$7.27M Buy
35,631
+735
+2% +$147K 0.36% 107
2022
Q4 		$6.67M Sell
34,896
-1,145
-3% -$221K 0.34% 107
2022
Q3 		$6.47M Sell
36,041
-100
-0.3% -$19.9K 0.35% 96
2022
Q2 		$6.82M Buy
+36,141
New +$7.43M 0.34% 110

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

Azimuth Capital Investment Management's VTI Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, selling an estimated $41.1K and leaving 41,985 shares worth $15.5M. The position accounts for 0.52% of the portfolio, ranked #64.

Azimuth Capital Investment Management first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Azimuth Capital Investment Management held 41,985 shares of Vanguard Morningstar Total Stock Market ETF worth $15.5M as of Q2 2026.
  • Azimuth Capital Investment Management sold 115 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $41.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.52% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #64 holding.
  • Azimuth Capital Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.