Capital Analysts LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital Analysts LLC’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	$13.2M	Buy	35,733 +448	+1%	+$160K	0.3%	73
2026 Q1	$11.3M	Buy	35,285 +749	+2%	+$251K	0.3%	82
2025 Q4	$11.6M	Buy	34,536 +282	+0.8%	+$93.8K	0.32%	74
2025 Q3	$11.2M	Buy	34,254 +996	+3%	+$315K	0.33%	72
2025 Q2	$10.1M	Buy	33,258 +1,284	+4%	+$361K	0.34%	71
2025 Q1	$8.79M	Buy	31,974 +9,062	+40%	+$2.63M	0.33%	70
2024 Q4	$6.64M	Sell	22,912 -1,289	-5%	-$376K	0.27%	76
2024 Q3	$6.85M	Sell	24,201 -6,307	-21%	-$1.72M	0.28%	75
2024 Q2	$8.16M	Buy	30,508 +13,324	+78%	+$3.45M	0.36%	70
2024 Q1	$4.47M	Buy	17,184 +1,000	+6%	+$247K	0.21%	91
2023 Q4	$3.84M	Buy	16,184 +606	+4%	+$134K	0.19%	99
2023 Q3	$3.31M	Sell	15,578 -1,275	-8%	-$282K	0.18%	104
2023 Q2	$3.71M	Buy	16,853 +3,410	+25%	+$711K	0.21%	97
2023 Q1	$2.74M	Buy	13,443 +88	+0.7%	+$17.6K	0.16%	118
2022 Q4	$2.55M	Buy	13,355 +1,413	+12%	+$272K	0.16%	128
2022 Q3	$2.14M	Buy	11,942 +1,122	+10%	+$224K	0.15%	136
2022 Q2	$2.04M	Buy	10,820 +2,334	+28%	+$480K	0.14%	145
2022 Q1	$1.93M	Buy	8,486 +48	+0.6%	+$10.8K	0.12%	160
2021 Q4	$2.04M	Sell	8,438 -125	-1%	-$29.5K	0.12%	158
2021 Q3	$1.9M	Buy	8,563 +211	+3%	+$48.1K	0.12%	153
2021 Q2	$1.86M	Buy	8,352 +7,483	+861%	+$1.62M	0.13%	158
2021 Q1	$180K	Buy	869 +325	+60%	+$65.8K	0.01%	361
2020 Q4	$106K	Buy	544 +491	+926%	+$89.7K	0.01%	302
2020 Q3	$9K	Hold	53	–	–	﹤0.01%	601
2020 Q2	$8K	Buy	53 +1	+2%	+$147	﹤0.01%	574
2020 Q1	$7K	Sell	52 -1	-2%	-$155	﹤0.01%	560
2019 Q4	$9K	Buy	53 +1	+2%	+$157	﹤0.01%	566
2019 Q3	$7K	Hold	52	–	–	﹤0.01%	587
2019 Q2	$8K	Sell	52 -58	-53%	-$8.54K	﹤0.01%	554
2019 Q1	$15K	Buy	110 +85	+340%	+$11.9K	﹤0.01%	470
2018 Q4	$3K	Hold	25	–	–	﹤0.01%	539
2018 Q3	$4K	Hold	25	–	–	﹤0.01%	499
2018 Q2	$4K	Sell	25 -50	-67%	-$6.97K	﹤0.01%	530
2018 Q1	$10K	Buy	+75	New	+$10.5K	﹤0.01%	447
2016 Q2	–	Sell	-31	Closed	-$3.25K	–	393
2016 Q1	$3.25K	Sell	31 -105	-77%	-$10.4K	﹤0.01%	369
2015 Q4	$14.2K	Buy	+136	New	+$14.3K	﹤0.01%	342
2015 Q1	–	Sell	-97	Closed	-$10.3K	–	411
2014 Q4	$10.3K	Buy	+97	New	+$10K	﹤0.01%	347

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

Capital Analysts LLC's VTI Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $160K and bringing the position to 35,733 shares worth $13.2M. The position accounts for 0.3% of the portfolio, ranked #73.

Capital Analysts LLC first reported a position in VTI in Q4 2014 and has held it in 37 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Capital Analysts LLC held 35,733 shares of Vanguard Morningstar Total Stock Market ETF worth $13.2M as of Q2 2026.
Capital Analysts LLC bought 448 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $160K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of Capital Analysts LLC's portfolio in Q2 2026, its #73 holding.
Capital Analysts LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 37 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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