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

Broadwater 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	$26.6K	Hold	72	–	–	0.02%	120
2026 Q1	$24.1K	Hold	72	–	–	0.02%	122
2025 Q4	$24.1K	Hold	72	–	–	0.02%	122
2025 Q3	$23.6K	Sell	72 -21,811	-100%	-$6.89M	0.02%	127
2025 Q2	$21.9K	Buy	21,883 +21,811	+30,293%	+$6.13M	0.02%	128
2025 Q1	$19.8K	Hold	72	–	–	0.02%	130
2024 Q4	$20.9K	Hold	72	–	–	0.02%	134
2024 Q3	$20.4K	Hold	72	–	–	0.02%	141
2024 Q2	$19.3K	Hold	72	–	–	0.01%	139
2024 Q1	$18.7K	Hold	72	–	–	0.01%	144
2023 Q4	$17.1K	Buy	+72	New	+$15.9K	0.01%	149

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

Broadwater Capital's VTI Position: Q2 2026 in Review

Broadwater Capital held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 72 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #120.

Broadwater Capital first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Broadwater Capital held 72 shares of Vanguard Morningstar Total Stock Market ETF worth $26.6K as of Q2 2026.
Broadwater Capital left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Broadwater Capital's portfolio in Q2 2026, its #120 holding.
Broadwater Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.