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

Blume 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	$6.98M	Hold	18,860	–	–	1.02%	32
2026 Q1	$6.05M	Hold	18,860	–	–	1.03%	34
2025 Q4	$6.32M	Sell	18,860 -500	-3%	-$166K	1.15%	31
2025 Q3	$6.35M	Buy	19,360 +41	+0.2%	+$13K	1.21%	31
2025 Q2	$5.87M	Buy	19,319 +45	+0.2%	+$12.7K	1.18%	35
2025 Q1	$5.3M	Hold	19,274	–	–	1.19%	35
2024 Q4	$5.59M	Hold	19,274	–	–	1.25%	32
2024 Q3	$5.46M	Hold	19,274	–	–	1.22%	34
2024 Q2	$5.16M	Hold	19,274	–	–	1.24%	34
2024 Q1	$5.01M	Hold	19,274	–	–	1.21%	33
2023 Q4	$4.57M	Hold	19,274	–	–	1.2%	34
2023 Q3	$4.09M	Hold	19,274	–	–	1.21%	33
2023 Q2	$4.25M	Hold	19,274	–	–	1.24%	33
2023 Q1	$3.93M	Hold	19,274	–	–	1.25%	32
2022 Q4	$3.68M	Hold	19,274	–	–	1.24%	33
2022 Q3	$3.46M	Hold	19,274	–	–	1.3%	31
2022 Q2	$3.63M	Hold	19,274	–	–	1.44%	27
2022 Q1	$4.39M	Hold	19,274	–	–	1.45%	26
2021 Q4	$4.65M	Buy	19,274 +6,373	+49%	+$1.5M	1.54%	25
2021 Q3	$2.87M	Hold	12,901	–	–	1.05%	33
2021 Q2	$2.88M	Hold	12,901	–	–	1.05%	31
2021 Q1	$2.67M	Sell	12,901 -12,746	-50%	-$2.58M	1.05%	31
2020 Q4	$4.99M	Hold	25,647	–	–	2.14%	17
2020 Q3	$4.37M	Hold	25,647	–	–	2.22%	15
2020 Q2	$4.01M	Hold	25,647	–	–	2.22%	16
2020 Q1	$3.31M	Hold	25,647	–	–	2.12%	16
2019 Q4	$4.2M	Hold	25,647	–	–	2.05%	19
2019 Q3	$3.87M	Hold	25,647	–	–	1.93%	22
2019 Q2	$3.85M	Hold	25,647	–	–	1.95%	21
2019 Q1	$3.71M	Hold	25,647	–	–	1.95%	21
2018 Q4	$3.27M	Hold	25,647	–	–	1.87%	21
2018 Q3	$3.84M	Hold	25,647	–	–	2.01%	19
2018 Q2	$3.6M	Hold	25,647	–	–	1.96%	22
2018 Q1	$3.48M	Hold	25,647	–	–	1.94%	23
2017 Q4	$3.52M	Hold	25,647	–	–	1.8%	23
2017 Q3	$3.32M	Sell	25,647 -397	-2%	-$50.3K	1.76%	23
2017 Q2	$3.24M	Sell	26,044 -123	-0.5%	-$15.2K	1.84%	23
2017 Q1	$3.17M	Buy	26,167 +123	+0.5%	+$14.7K	1.84%	23
2016 Q4	$3M	Hold	26,044	–	–	1.8%	25
2016 Q3	$2.9M	Hold	26,044	–	–	1.78%	24
2016 Q2	$2.79M	Hold	26,044	–	–	1.84%	22
2016 Q1	$2.73M	Hold	26,044	–	–	1.89%	21
2015 Q4	$2.72M	Sell	26,044 -920	-3%	-$96.9K	1.92%	20
2015 Q3	$2.66M	Hold	26,964	–	–	2.16%	20
2015 Q2	$2.89M	Hold	26,964	–	–	2.18%	19
2015 Q1	$2.89M	Buy	26,964 +100	+0.4%	+$10.7K	2.01%	20
2014 Q4	$2.85M	Hold	26,864	–	–	2.01%	21
2014 Q3	$2.72M	Hold	26,864	–	–	2.12%	19
2014 Q2	$2.73M	Hold	26,864	–	–	2.15%	18
2014 Q1	$2.62M	Sell	26,864 -3,953	-13%	-$378K	2.08%	21
2013 Q4	$2.96M	Buy	+30,817	New	+$2.83M	2.45%	17

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

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

Blume Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 18,860 shares worth $6.98M. The position accounts for 1.02% of the portfolio, ranked #32.

Blume Capital Management first reported a position in VTI in Q4 2013 and has held it in 51 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Blume Capital Management held 18,860 shares of Vanguard Morningstar Total Stock Market ETF worth $6.98M as of Q2 2026.
Blume Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.02% of Blume Capital Management's portfolio in Q2 2026, its #32 holding.
Blume Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 51 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.