CAWM
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Capital Advisors Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital Advisors Wealth 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
Q3 		$7.33M Buy
19,575
+355
+2% +$133K 0.83% 31
2026
Q2 		$7.11M Buy
19,220
+1,300
+7% +$465K 0.84% 28
2026
Q1 		$5.75M Buy
17,920
+402
+2% +$135K 0.77% 35
2025
Q4 		$5.87M Buy
17,518
+364
+2% +$121K 0.8% 29
2025
Q3 		$5.63M Buy
17,154
+615
+4% +$194K 0.8% 30
2025
Q2 		$5.03M Sell
16,539
-306
-2% -$86.1K 0.79% 33
2025
Q1 		$4.63M Buy
16,845
+1,031
+7% +$300K 0.82% 33
2024
Q4 		$4.58M Buy
15,814
+129
+0.8% +$37.6K 0.82% 33
2024
Q3 		$4.44M Buy
15,685
+910
+6% +$248K 0.82% 32
2024
Q2 		$3.95M Buy
14,775
+953
+7% +$247K 0.78% 32
2024
Q1 		$3.59M Buy
13,822
+1,977
+17% +$489K 0.75% 33
2023
Q4 		$2.81M Buy
11,845
+1,141
+11% +$252K 0.64% 34
2023
Q3 		$2.27M Buy
10,704
+1,520
+17% +$336K 0.59% 35
2023
Q2 		$2.02M Buy
9,184
+1,243
+16% +$259K 0.52% 40
2023
Q1 		$1.62M Buy
7,941
+133
+2% +$26.6K 0.45% 46
2022
Q4 		$1.49M Sell
7,808
-540
-6% -$104K 0.45% 38
2022
Q3 		$1.5M Sell
8,348
-171
-2% -$34.1K 0.5% 36
2022
Q2 		$1.61M Sell
8,519
-435
-5% -$89.4K 0.52% 34
2022
Q1 		$2.04M Sell
8,954
-466
-5% -$105K 0.62% 36
2021
Q4 		$2.27M Buy
9,420
+923
+11% +$218K 0.69% 33
2021
Q3 		$1.89M Buy
8,497
+449
+6% +$102K 0.67% 32
2021
Q2 		$1.79M Buy
8,048
+2,557
+47% +$555K 0.66% 34
2021
Q1 		$1.14M Buy
+5,491
New +$1.11M 0.49% 39

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Capital Advisors Wealth Management's VTI Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q3 2026, buying an estimated $133K and bringing the position to 19,575 shares worth $7.33M. The position accounts for 0.83% of the portfolio, ranked #31.

Capital Advisors Wealth Management first reported a position in VTI in Q1 2021 and has held it in 23 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Capital Advisors Wealth Management held 19,575 shares of Vanguard Morningstar Total Stock Market ETF worth $7.33M as of Q3 2026.
  • Capital Advisors Wealth Management bought 355 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $133K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.83% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 23 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.