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

Blue Fin 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
Q1 		$471K Sell
1,467
-3
-0.2% -$1.01K 0.08% 102
2025
Q4 		$493K Hold
1,470
– – 0.08% 102
2025
Q3 		$482K Hold
1,470
– – 0.08% 101
2025
Q2 		$447K Hold
1,470
– – 0.08% 102
2025
Q1 		$404K Sell
1,470
-11
-0.7% -$3.2K 0.08% 105
2024
Q4 		$429K Sell
1,481
-331
-18% -$96.6K 0.08% 102
2024
Q3 		$513K Hold
1,812
– – 0.1% 95
2024
Q2 		$485K Buy
1,812
+1
+0.1% +$259 0.1% 94
2024
Q1 		$471K Buy
1,811
+80
+5% +$19.8K 0.1% 95
2023
Q4 		$411K Buy
1,731
+358
+26% +$79.1K 0.11% 100
2023
Q3 		$292K Hold
1,373
– – 0.09% 113
2023
Q2 		$302K Hold
1,373
– – 0.09% 114
2023
Q1 		$276K Buy
1,373
+62
+5% +$12.4K 0.09% 115
2022
Q4 		$251K Sell
1,311
-70
-5% -$13.5K 0.09% 117
2022
Q3 		$247K Hold
1,381
– – 0.09% 113
2022
Q2 		$260K Hold
1,381
– – 0.09% 115
2022
Q1 		$314K Buy
1,381
+27
+2% +$6.07K 0.09% 109
2021
Q4 		$326K Buy
1,354
+70
+5% +$16.5K 0.09% 108
2021
Q3 		$285K Hold
1,284
– – 0.09% 108
2021
Q2 		$286K Buy
+1,284
New +$279K 0.09% 111

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Fin Capital's VTI Position: Q1 2026 in Review

Blue Fin Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q1 2026, selling an estimated $1.01K and leaving 1,467 shares worth $471K. The position accounts for 0.08% of the portfolio, ranked #102.

Blue Fin Capital first reported a position in VTI in Q2 2021 and has held it in 20 quarters since. The position peaked at $513K in Q3 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Blue Fin Capital held 1,467 shares of Vanguard Morningstar Total Stock Market ETF worth $471K as of Q1 2026.
  • Blue Fin Capital sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Blue Fin Capital's portfolio in Q1 2026, its #102 holding.
  • Blue Fin Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
  • Blue Fin Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $513K in Q3 2024.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.