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

Beck 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	$295K	Buy	+797	New	+$285K	0.05%	123
2019 Q3	–	Sell	-41,631	Closed	-$6.25M	–	115
2019 Q2	$6.25M	Buy	+41,631	New	+$6.13M	3.3%	4

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

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

Beck Capital Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 797 shares worth $295K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in VTI as recently as Q2 2019.

Beck Capital Management first reported a position in VTI in Q2 2019 and has held it in 2 quarters since. The position peaked at $6.25M in Q2 2019. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Beck Capital Management held 797 shares of Vanguard Morningstar Total Stock Market ETF worth $295K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Beck Capital Management position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Beck Capital Management's portfolio in Q2 2026, its #123 holding.
Beck Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 2 quarters since.
Beck Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $6.25M in Q2 2019.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.