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

BTC 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	$15.7M	Hold	42,408	–	–	0.95%	30
2026 Q1	$13.6M	Buy	42,408 +25,450	+150%	+$8.54M	0.92%	28
2025 Q4	$5.69M	Hold	16,958	–	–	0.4%	73
2025 Q3	$5.57M	Hold	16,958	–	–	0.38%	75
2025 Q2	$5.15M	Sell	16,958 -1,425	-8%	-$401K	0.42%	73
2025 Q1	$5.05M	Buy	+18,383	New	+$5.34M	0.46%	69
2021 Q4	–	Sell	-1,002	Closed	-$223K	–	261
2021 Q3	$223K	Hold	1,002	–	–	0.03%	189
2021 Q2	$223K	Buy	+1,002	New	+$217K	0.03%	203

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BTC Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 42,408 shares worth $15.7M. The position accounts for 0.95% of the portfolio, ranked #30.

BTC Capital Management first reported a position in VTI in Q2 2021 and has held it in 8 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BTC Capital Management held 42,408 shares of Vanguard Morningstar Total Stock Market ETF worth $15.7M as of Q2 2026.
BTC Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.95% of BTC Capital Management's portfolio in Q2 2026, its #30 holding.
BTC Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 8 quarters since.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.