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

BluePath 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 Q3	$330K	Buy	881 +2	+0.2%	+$750	0.17%	113
2026 Q2	$325K	Buy	879 +2	+0.2%	+$715	0.18%	110
2026 Q1	$281K	Buy	877 +3	+0.3%	+$1.01K	0.19%	105
2025 Q4	$293K	Sell	874 -42	-5%	-$14K	0.2%	91
2025 Q3	$301K	Sell	916 -196	-18%	-$61.9K	0.22%	80
2025 Q2	$338K	Buy	1,112 +238	+27%	+$66.9K	0.3%	75
2025 Q1	$240K	Sell	874 -241	-22%	-$70K	0.25%	76
2024 Q4	$321K	Hold	1,115	–	–	0.17%	86
2024 Q3	$316K	Sell	1,115 -244	-18%	-$66.6K	0.19%	87
2024 Q2	$364K	Buy	1,359 +199	+17%	+$51.5K	0.25%	87
2024 Q1	$301K	Hold	1,160	–	–	0.23%	93
2023 Q4	$275K	Sell	1,160 -882	-43%	-$195K	0.23%	90
2023 Q3	$434K	Buy	+2,042	New	+$452K	0.4%	51

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BluePath Capital Management's VTI Position: Q3 2026 in Review

BluePath Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q3 2026, buying an estimated $750 and bringing the position to 881 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #113.

BluePath Capital Management first reported a position in VTI in Q3 2023 and has held it in 13 quarters since. The position peaked at $434K in Q3 2023. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

BluePath Capital Management held 881 shares of Vanguard Morningstar Total Stock Market ETF worth $330K as of Q3 2026.
BluePath Capital Management bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of BluePath Capital Management's portfolio in Q3 2026, its #113 holding.
BluePath Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 13 quarters since.
BluePath Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $434K in Q3 2023.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.