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

Caldwell Sutter 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	$2.21M	Sell	5,982 -146	-2%	-$52.2K	0.83%	25
2026 Q1	$1.97M	Hold	6,128	–	–	0.8%	28
2025 Q4	$2.05M	Hold	6,128	–	–	0.87%	28
2025 Q3	$2.01M	Hold	6,128	–	–	0.86%	27
2025 Q2	$1.86M	Sell	6,128 -150	-2%	-$42.2K	0.85%	29
2025 Q1	$1.73M	Hold	6,278	–	–	0.82%	31
2024 Q4	$1.82M	Hold	6,278	–	–	0.85%	27
2024 Q3	$1.78M	Hold	6,278	–	–	0.83%	32
2024 Q2	$1.68M	Hold	6,278	–	–	0.83%	26
2024 Q1	$1.63M	Sell	6,278 -207	-3%	-$51.2K	0.79%	32
2023 Q4	$1.54M	Buy	6,485 +962	+17%	+$213K	0.78%	31
2023 Q3	$1.17M	Hold	5,523	–	–	0.65%	38
2023 Q2	$1.22M	Buy	5,523 +5,323	+2,662%	+$1.11M	0.64%	38
2023 Q1	$40.8K	Buy	+200	New	+$40K	0.03%	261

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

Caldwell Sutter Capital's VTI Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $52.2K and leaving 5,982 shares worth $2.21M. The position accounts for 0.83% of the portfolio, ranked #25.

Caldwell Sutter Capital first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Caldwell Sutter Capital held 5,982 shares of Vanguard Morningstar Total Stock Market ETF worth $2.21M as of Q2 2026.
Caldwell Sutter Capital sold 146 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $52.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.83% of Caldwell Sutter Capital's portfolio in Q2 2026, its #25 holding.
Caldwell Sutter Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.