CIA
VTI icon

Capital Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital Investment Advisors’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 		$8.94M Sell
24,164
-1,078
-4% -$385K 0.12% 131
2026
Q1 		$8.1M Buy
25,242
+6,197
+33% +$2.08M 0.12% 129
2025
Q4 		$6.39M Sell
19,045
-2,368
-11% -$788K 0.1% 138
2025
Q3 		$7.03M Buy
21,413
+486
+2% +$154K 0.12% 125
2025
Q2 		$6.36M Buy
20,927
+264
+1% +$74.3K 0.11% 129
2025
Q1 		$5.68M Sell
20,663
-4,038
-16% -$1.17M 0.11% 133
2024
Q4 		$7.16M Buy
24,701
+6,651
+37% +$1.94M 0.15% 119
2024
Q3 		$5.11M Buy
18,050
+3,606
+25% +$984K 0.11% 139
2024
Q2 		$3.86M Buy
14,444
+130
+0.9% +$33.6K 0.09% 144
2024
Q1 		$3.72M Buy
14,314
+110
+0.8% +$27.2K 0.09% 145
2023
Q4 		$3.37M Buy
14,204
+4,447
+46% +$983K 0.08% 146
2023
Q3 		$2.07M Sell
9,757
-411
-4% -$91K 0.06% 183
2023
Q2 		$2.24M Buy
10,168
+115
+1% +$24K 0.07% 152
2023
Q1 		$2.05M Sell
10,053
-2,307
-19% -$462K 0.06% 169
2022
Q4 		$2.36M Buy
12,360
+3,159
+34% +$609K 0.07% 161
2022
Q3 		$1.65M Buy
9,201
+550
+6% +$110K 0.06% 189
2022
Q2 		$1.63M Sell
8,651
-799
-8% -$164K 0.05% 198
2022
Q1 		$2.15M Buy
9,450
+2,412
+34% +$542K 0.07% 182
2021
Q4 		$1.7M Buy
7,038
+216
+3% +$51K 0.05% 211
2021
Q3 		$1.51M Sell
6,822
-65
-0.9% -$14.8K 0.05% 218
2021
Q2 		$1.53M Sell
6,887
-348
-5% -$75.5K 0.05% 212
2021
Q1 		$1.5M Buy
7,235
+1,031
+17% +$209K 0.06% 203
2020
Q4 		$1.21M Buy
6,204
+1,169
+23% +$214K 0.05% 213
2020
Q3 		$857K Buy
5,035
+675
+15% +$114K 0.04% 245
2020
Q2 		$682K Sell
4,360
-24
-0.5% -$3.54K 0.04% 275
2020
Q1 		$565K Sell
4,384
-490
-10% -$75.8K 0.04% 263
2019
Q4 		$797K Sell
4,874
-365
-7% -$57.2K 0.04% 269
2019
Q3 		$791K Buy
5,239
+354
+7% +$53.4K 0.04% 256
2019
Q2 		$733K Sell
4,885
-597
-11% -$87.9K 0.04% 256
2019
Q1 		$793K Buy
5,482
+319
+6% +$44.5K 0.05% 242
2018
Q4 		$659K Buy
5,163
+97
+2% +$13.4K 0.04% 246
2018
Q3 		$758K Sell
5,066
-201
-4% -$29.6K 0.04% 239
2018
Q2 		$740K Buy
5,267
+427
+9% +$59.6K 0.05% 239
2018
Q1 		$657K Sell
4,840
-5
-0.1% -$701 0.04% 250
2017
Q4 		$665K Buy
4,845
+300
+7% +$40.1K 0.04% 255
2017
Q3 		$589K Buy
4,545
+1,318
+41% +$167K 0.04% 260
2017
Q2 		$402K Hold
3,227
– – 0.03% 316
2017
Q1 		$392K Buy
3,227
+233
+8% +$27.9K 0.03% 318
2016
Q4 		$345K Sell
2,994
-200
-6% -$22.5K 0.03% 328
2016
Q3 		$356K Buy
3,194
+75
+2% +$8.32K 0.03% 313
2016
Q2 		$334K Buy
3,119
+272
+10% +$28.8K 0.03% 312
2016
Q1 		$298K Sell
2,847
-1,874
-40% -$186K 0.03% 323
2015
Q4 		$492K Buy
4,721
+1,471
+45% +$155K 0.05% 248
2015
Q3 		$321K Buy
3,250
+400
+14% +$42K 0.04% 288
2015
Q2 		$305K Buy
2,850
+253
+10% +$27.6K 0.03% 311
2015
Q1 		$279K Buy
2,597
+187
+8% +$20K 0.03% 325
2014
Q4 		$255K Buy
+2,410
New +$249K 0.03% 329

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 Investment Advisors's VTI Position: Q2 2026 in Review

Capital Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, selling an estimated $385K and leaving 24,164 shares worth $8.94M. The position accounts for 0.12% of the portfolio, ranked #131.

Capital Investment Advisors first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Investment Advisors held 24,164 shares of Vanguard Morningstar Total Stock Market ETF worth $8.94M as of Q2 2026.
  • Capital Investment Advisors sold 1,078 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $385K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Capital Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Capital Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.