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Capasso Planning Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capasso Planning Partners’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
Q1 		$4.75M Buy
14,822
+170
+1% +$57K 2.57% 12
2025
Q4 		$4.91M Buy
14,652
+9,545
+187% +$3.18M 2.69% 11
2025
Q3 		$1.68M Sell
5,107
-1,131
-18% -$357K 1.03% 21
2025
Q2 		$1.9M Sell
6,238
-3,451
-36% -$971K 1.07% 19
2025
Q1 		$2.66M Sell
9,689
-934
-9% -$271K 1.11% 20
2024
Q4 		$3.08M Sell
10,623
-2,900
-21% -$846K 1.23% 16
2024
Q3 		$3.83M Sell
13,523
-63
-0.5% -$17.2K 1.13% 16
2024
Q2 		$3.63M Buy
13,586
+1,498
+12% +$388K 1.18% 17
2024
Q1 		$3.14M Sell
12,088
-288
-2% -$71.3K 1.3% 17
2023
Q4 		$2.94M Buy
12,376
+16
+0.1% +$3.54K 1.37% 16
2023
Q3 		$2.63M Sell
12,360
-1,486
-11% -$329K 1.4% 19
2023
Q2 		$3.05M Sell
13,846
-1,283
-8% -$268K 1.64% 17
2023
Q1 		$3.09M Sell
15,129
-539
-3% -$108K 1.81% 18
2022
Q4 		$3M Buy
15,668
+964
+7% +$186K 1.91% 16
2022
Q3 		$2.64M Buy
14,704
+4,895
+50% +$976K 1.84% 16
2022
Q2 		$1.85M Sell
9,809
-544
-5% -$112K 1.31% 20
2022
Q1 		$2.36M Buy
10,353
+2,333
+29% +$525K 1.66% 16
2021
Q4 		$1.94M Buy
+8,020
New +$1.89M 1.41% 16

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capasso Planning Partners's VTI Position: Q1 2026 in Review

Capasso Planning Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q1 2026, buying an estimated $57K and bringing the position to 14,822 shares worth $4.75M. The position accounts for 2.57% of the portfolio, ranked #12.

Capasso Planning Partners first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.91M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Capasso Planning Partners held 14,822 shares of Vanguard Morningstar Total Stock Market ETF worth $4.75M as of Q1 2026.
  • Capasso Planning Partners bought 170 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $57K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.57% of Capasso Planning Partners's portfolio in Q1 2026, its #12 holding.
  • Capasso Planning Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.91M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.