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

Blue Edge 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 		$551K Sell
1,491
-13,700
-90% -$4.9M 0.07% 97
2026
Q1 		$4.87M Buy
15,191
+778
+5% +$261K 0.65% 42
2025
Q4 		$4.83M Sell
14,413
-190
-1% -$63.2K 0.65% 40
2025
Q3 		$4.79M Buy
14,603
+42
+0.3% +$13.3K 0.68% 40
2025
Q2 		$4.43M Hold
14,561
– – 0.66% 39
2025
Q1 		$4M Buy
14,561
+203
+1% +$59K 0.64% 41
2024
Q4 		$4.16M Buy
14,358
+945
+7% +$276K 0.65% 44
2024
Q3 		$3.8M Buy
13,413
+897
+7% +$245K 0.59% 48
2024
Q2 		$3.35M Buy
12,516
+37
+0.3% +$9.58K 0.55% 50
2024
Q1 		$3.24M Buy
12,479
+8
+0.1% +$1.98K 0.54% 53
2023
Q4 		$2.96M Buy
12,471
+528
+4% +$117K 0.56% 54
2023
Q3 		$2.54M Buy
11,943
+2,128
+22% +$471K 0.53% 53
2023
Q2 		$2.16M Buy
9,815
+34
+0.3% +$7.09K 0.44% 58
2023
Q1 		$2M Buy
9,781
+1,494
+18% +$299K 0.43% 57
2022
Q4 		$1.58M Buy
8,287
+3,214
+63% +$619K 0.36% 59
2022
Q3 		$910K Buy
5,073
+22
+0.4% +$4.38K 0.23% 68
2022
Q2 		$953K Buy
5,051
+931
+23% +$191K 0.22% 69
2022
Q1 		$938K Buy
4,120
+189
+5% +$42.5K 0.19% 73
2021
Q4 		$949K Buy
3,931
+1,167
+42% +$275K 0.18% 73
2021
Q3 		$614K Buy
+2,764
New +$630K 0.13% 74
2020
Q2 		– Sell
-4,877
Closed -$629K – 99
2020
Q1 		$629K Buy
4,877
+72
+1% +$11.1K 0.23% 69
2019
Q4 		$786K Buy
4,805
+3
+0.1% +$470 0.25% 62
2019
Q3 		$725K Buy
4,802
+2
+0% +$301 0.25% 64
2019
Q2 		$720K Sell
4,800
-1,391
-22% -$205K 0.25% 64
2019
Q1 		$896K Sell
6,191
-7,378
-54% -$1.03M 0.34% 55
2018
Q4 		$1.73M Buy
+13,569
New +$1.87M 0.75% 37

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

Blue Edge Capital's VTI Position: Q2 2026 in Review

Blue Edge Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 90% in Q2 2026, selling an estimated $4.9M and leaving 1,491 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #97.

Blue Edge Capital first reported a position in VTI in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.87M in Q1 2026. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Blue Edge Capital held 1,491 shares of Vanguard Morningstar Total Stock Market ETF worth $551K as of Q2 2026.
  • Blue Edge Capital sold 13,700 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Blue Edge Capital's portfolio in Q2 2026, its #97 holding.
  • Blue Edge Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 26 quarters since.
  • Blue Edge Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $4.87M in Q1 2026.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.