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

Belmont 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
2025 Q2	$2.43M	Sell	8,000 -508	-6%	-$143K	0.37%	26
2025 Q1	$2.34M	Hold	8,508	–	–	0.42%	22
2024 Q4	$2.47M	Hold	8,508	–	–	0.4%	25
2024 Q3	$2.41M	Sell	8,508 -433	-5%	-$118K	0.4%	23
2024 Q2	$2.39M	Buy	8,941 +1,273	+17%	+$329K	0.45%	22
2024 Q1	$1.99M	Hold	7,668	–	–	0.54%	21
2023 Q4	$1.82M	Buy	7,668 +6,941	+955%	+$1.53M	0.78%	19
2023 Q3	$154K	Hold	727	–	–	0.08%	74
2023 Q2	$160K	Hold	727	–	–	0.09%	49
2023 Q1	$148K	Hold	727	–	–	0.12%	32
2022 Q4	$139K	Hold	727	–	–	0.15%	31
2022 Q3	$130K	Hold	727	–	–	0.15%	29
2022 Q2	$137K	Hold	727	–	–	0.17%	22
2022 Q1	$166K	Hold	727	–	–	0.17%	18
2021 Q4	$176K	Hold	727	–	–	0.14%	18
2021 Q3	$161K	Sell	727 -227	-24%	-$51.8K	0.13%	20
2021 Q2	$213K	Buy	954 +108	+13%	+$23.4K	0.22%	16
2021 Q1	$175K	Sell	846 -128	-13%	-$25.9K	0.22%	12
2020 Q4	$190K	Sell	974 -1,277	-57%	-$233K	0.09%	13
2020 Q3	$383K	Buy	2,251 +1,524	+210%	+$256K	0.15%	13
2020 Q2	$114K	Hold	727	–	–	0.06%	14
2020 Q1	$94K	Hold	727	–	–	0.08%	13
2019 Q4	$119K	Buy	+727	New	+$114K	0.1%	12

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

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

Belmont Capital's VTI Position: Q2 2025 in Review

Belmont Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2025, selling an estimated $143K and leaving 8,000 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #26.

Belmont Capital first reported a position in VTI in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.47M in Q4 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Belmont Capital held 8,000 shares of Vanguard Morningstar Total Stock Market ETF worth $2.43M as of Q2 2025.
Belmont Capital sold 508 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $143K.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of Belmont Capital's portfolio in Q2 2025, its #26 holding.
Belmont Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $2.47M in Q4 2024.
3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.