CGPCS
VTI icon

Capital Group Private Client Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital Group Private Client Services’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 		$23.2M Buy
62,791
+7,569
+14% +$2.71M 0.33% 38
2026
Q1 		$17.7M Sell
55,222
-3,709
-6% -$1.24M 0.3% 43
2025
Q4 		$19.8M Buy
58,931
+216
+0.4% +$71.9K 0.31% 48
2025
Q3 		$19.3M Buy
58,715
+10,290
+21% +$3.25M 0.32% 43
2025
Q2 		$14.7M Buy
48,425
+10,825
+29% +$3.04M 0.13% 126
2025
Q1 		$10.3M Buy
37,600
+1,920
+5% +$558K 0.1% 144
2024
Q4 		$10.3M Buy
35,680
+2,545
+8% +$743K 0.1% 151
2024
Q3 		$9.38M Buy
33,135
+5,753
+21% +$1.57M 0.09% 158
2024
Q2 		$7.32M Buy
27,382
+1,701
+7% +$440K 0.07% 159
2024
Q1 		$6.67M Buy
25,681
+1,547
+6% +$383K 0.07% 160
2023
Q4 		$5.73M Sell
24,134
-2,481
-9% -$548K 0.06% 155
2023
Q3 		$5.65M Buy
26,615
+3,200
+14% +$708K 0.07% 146
2023
Q2 		$5.16M Buy
23,415
+18
+0.1% +$3.75K 0.06% 147
2023
Q1 		$4.78M Buy
23,397
+379
+2% +$75.9K 0.06% 149
2022
Q4 		$4.4M Buy
23,018
+45
+0.2% +$8.67K 0.06% 155
2022
Q3 		$4.12M Buy
22,973
+98
+0.4% +$19.5K 0.06% 157
2022
Q2 		$4.32M Buy
22,875
+24
+0.1% +$4.93K 0.06% 162
2022
Q1 		$5.2M Buy
22,851
+18,659
+445% +$4.2M 0.06% 161
2021
Q4 		$1.01M Sell
4,192
-9,656
-70% -$2.28M 0.01% 183
2021
Q3 		$3.08M Buy
+13,848
New +$3.16M 0.04% 162

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 Group Private Client Services's VTI Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $2.71M and bringing the position to 62,791 shares worth $23.2M. The position accounts for 0.33% of the portfolio, ranked #38.

Capital Group Private Client Services first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Group Private Client Services held 62,791 shares of Vanguard Morningstar Total Stock Market ETF worth $23.2M as of Q2 2026.
  • Capital Group Private Client Services bought 7,569 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.71M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.33% of Capital Group Private Client Services's portfolio in Q2 2026, its #38 holding.
  • Capital Group Private Client Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.