CIAS
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Capital Investment Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Capital Investment Advisory 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 		$8.14M Sell
22,009
-624
-3% -$223K 0.5% 43
2026
Q1 		$7.26M Buy
22,633
+642
+3% +$215K 0.53% 42
2025
Q4 		$7.37M Sell
21,991
-57
-0.3% -$19K 0.52% 43
2025
Q3 		$7.24M Sell
22,048
-213
-1% -$67.3K 0.57% 39
2025
Q2 		$6.77M Buy
22,261
+144
+0.7% +$40.5K 0.55% 42
2025
Q1 		$6.08M Buy
22,117
+437
+2% +$127K 0.54% 41
2024
Q4 		$6.28M Sell
21,680
-4,772
-18% -$1.39M 0.6% 35
2024
Q3 		$7.49M Sell
26,452
-853
-3% -$233K 0.71% 29
2024
Q2 		$7.3M Buy
27,305
+850
+3% +$220K 0.75% 28
2024
Q1 		$6.88M Sell
26,455
-2,825
-10% -$699K 0.74% 24
2023
Q4 		$6.95M Sell
29,280
-1,846
-6% -$408K 0.64% 26
2023
Q3 		$6.61M Buy
31,126
+459
+1% +$102K 0.65% 22
2023
Q2 		$6.76M Sell
30,667
-1,206
-4% -$252K 0.67% 23
2023
Q1 		$6.51M Sell
31,873
-3,765
-11% -$754K 0.77% 25
2022
Q4 		$6.81M Sell
35,638
-545
-2% -$105K 0.81% 21
2022
Q3 		$6.49M Buy
36,183
+3,570
+11% +$712K 0.84% 21
2022
Q2 		$6.15M Buy
32,613
+1,564
+5% +$321K 0.75% 21
2022
Q1 		$7.07M Sell
31,049
-295
-0.9% -$66.3K 0.77% 18
2021
Q4 		$7.57M Sell
31,344
-2,913
-9% -$688K 0.9% 18
2021
Q3 		$7.61M Sell
34,257
-1,986
-5% -$453K 0.96% 17
2021
Q2 		$8.08M Sell
36,243
-991
-3% -$215K 1.02% 17
2021
Q1 		$7.7M Buy
37,234
+24
+0.1% +$4.86K 1.09% 15
2020
Q4 		$7.24M Sell
37,210
-543
-1% -$99.3K 1.08% 15
2020
Q3 		$6.43M Sell
37,753
-2,721
-7% -$458K 1.21% 17
2020
Q2 		$6.33M Sell
40,474
-1,867
-4% -$275K 1.28% 14
2020
Q1 		$5.46M Sell
42,341
-38,338
-48% -$5.93M 1.33% 14
2019
Q4 		$13.2M Buy
80,679
+414
+0.5% +$64.9K 3.53% 4
2019
Q3 		$12.1M Buy
80,265
+19,297
+32% +$2.91M 3.38% 4
2019
Q2 		$9.28M Buy
60,968
+3,765
+7% +$554K 2.82% 4
2019
Q1 		$8.28M Buy
57,203
+4,175
+8% +$583K 3.08% 4
2018
Q4 		$6.77M Sell
53,028
-2,647
-5% -$365K 2.89% 4
2018
Q3 		$8.33M Buy
55,675
+1,019
+2% +$150K 3.9% 3
2018
Q2 		$7.67M Sell
54,656
-3,925
-7% -$548K 3.84% 3
2018
Q1 		$7.95M Buy
58,581
+302
+0.5% +$42.3K 4.44% 2
2017
Q4 		$8M Sell
58,279
-6,104
-9% -$817K 4.69% 3
2017
Q3 		$8.34M Buy
64,383
+3,747
+6% +$475K 5.12% 2
2017
Q2 		$7.55M Sell
60,636
-9,480
-14% -$1.17M 4.97% 2
2017
Q1 		$8.51M Buy
70,116
+13,165
+23% +$1.58M 6.23% 2
2016
Q4 		$6.57M Buy
+56,951
New +$6.41M 5.69% 2

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Capital Investment Advisory Services's VTI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $223K and leaving 22,009 shares worth $8.14M. The position accounts for 0.5% of the portfolio, ranked #43.

Capital Investment Advisory Services first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.2M in Q4 2019. 1,401 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Investment Advisory Services held 22,009 shares of Vanguard Total Stock Market ETF worth $8.14M as of Q2 2026.
  • Capital Investment Advisory Services sold 624 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Total Stock Market ETF made up 0.5% of Capital Investment Advisory Services's portfolio in Q2 2026, its #43 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's Vanguard Total Stock Market ETF position peaked at $13.2M in Q4 2019.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.