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Capital Insight Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital Insight 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 		– Sell
-12,290
Closed -$4.12M – 117
2025
Q4 		$4.12M Sell
12,290
-109
-0.9% -$36.3K 0.87% 37
2025
Q3 		$4.07M Sell
12,399
-230
-2% -$72.7K 0.67% 48
2025
Q2 		$3.84M Sell
12,629
-119
-0.9% -$33.5K 0.67% 47
2025
Q1 		$3.5M Sell
12,748
-34
-0.3% -$9.88K 0.61% 51
2024
Q4 		$3.7M Sell
12,782
-463
-3% -$135K 0.64% 54
2024
Q3 		$3.75M Sell
13,245
-97
-0.7% -$26.5K 0.66% 54
2024
Q2 		$3.57M Sell
13,342
-438
-3% -$113K 0.67% 54
2024
Q1 		$3.58M Sell
13,780
-308
-2% -$76.2K 0.67% 55
2023
Q4 		$3.34M Hold
14,088
– – 0.68% 49
2023
Q3 		$2.99M Sell
14,088
-162
-1% -$35.9K 0.68% 49
2023
Q2 		$3.14M Sell
14,250
-1,290
-8% -$269K 0.7% 49
2023
Q1 		$3.17M Buy
15,540
+537
+4% +$107K 0.75% 47
2022
Q4 		$2.87M Sell
15,003
-658
-4% -$127K 0.74% 43
2022
Q3 		$2.81M Sell
15,661
-464
-3% -$92.5K 0.76% 43
2022
Q2 		$3.04M Sell
16,125
-1,941
-11% -$399K 0.71% 48
2022
Q1 		$4.11M Sell
18,066
-1,266
-7% -$285K 0.84% 35
2021
Q4 		$4.67M Sell
19,332
-472
-2% -$111K 0.95% 31
2021
Q3 		$4.4M Sell
19,804
-721
-4% -$164K 0.96% 30
2021
Q2 		$4.57M Sell
20,525
-2,212
-10% -$480K 1.03% 26
2021
Q1 		$4.7M Sell
22,737
-533
-2% -$108K 1.14% 21
2020
Q4 		$4.53M Sell
23,270
-461
-2% -$84.3K 1.14% 20
2020
Q3 		$4.04M Buy
23,731
+351
+2% +$59K 1.14% 21
2020
Q2 		$3.66M Buy
+23,380
New +$3.45M 1.15% 18

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 Insight Partners's VTI Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 12,290 shares — an estimated $4.12M sold.

Capital Insight Partners first reported a position in VTI in Q2 2020 and held it in 23 quarters. The position peaked at $4.7M in Q1 2021. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Capital Insight Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 12,290 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $4.12M.
  • Capital Insight Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.7M in Q1 2021.
  • 3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.