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

Capital Investment Management’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 		$2.15M Sell
5,800
-15
-0.3% -$5.36K 0.66% 38
2026
Q1 		$1.87M Buy
5,815
+95
+2% +$31.9K 0.64% 41
2025
Q4 		$1.92M Buy
+5,720
New +$1.9M 0.67% 39

Other funds holding VTI

Rakuten Investment Management
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
WealthNavi Inc
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 Management's VTI Position: Q2 2026 in Review

Capital Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q2 2026, selling an estimated $5.36K and leaving 5,800 shares worth $2.15M. The position accounts for 0.66% of the portfolio, ranked #38.

Capital Investment Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,698 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Investment Management held 5,800 shares of Vanguard Morningstar Total Stock Market ETF worth $2.15M as of Q2 2026.
  • Capital Investment Management sold 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Capital Investment Management's portfolio in Q2 2026, its #38 holding.
  • Capital Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,698 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.