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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisors Wealth Management's VTI Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2026, buying an estimated $465K and bringing the position to 19,220 shares worth $7.11M. The position accounts for 0.84% of the portfolio, ranked #28.

Capital Advisors Wealth Management first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Advisors Wealth Management held 19,220 shares of Vanguard Morningstar Total Stock Market ETF worth $7.11M as of Q2 2026.
  • Capital Advisors Wealth Management bought 1,300 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $465K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.