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Capital Investment Services of America’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital Investment Services of America’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 		$533K Buy
1,440
+170
+13% +$60.8K 0.05% 69
2026
Q1 		$407K Hold
1,270
– – 0.04% 72
2025
Q4 		$426K Hold
1,270
– – 0.04% 71
2025
Q3 		$417K Sell
1,270
-60
-5% -$19K 0.04% 71
2025
Q2 		$404K Hold
1,330
– – 0.04% 69
2025
Q1 		$366K Hold
1,330
– – 0.04% 68
2024
Q4 		$385K Hold
1,330
– – 0.04% 66
2024
Q3 		$377K Buy
1,330
+60
+5% +$16.4K 0.04% 64
2024
Q2 		$340K Buy
1,270
+108
+9% +$28K 0.03% 67
2024
Q1 		$302K Hold
1,162
– – 0.03% 68
2023
Q4 		$276K Sell
1,162
-30
-3% -$6.63K 0.03% 69
2023
Q3 		$253K Buy
1,192
+30
+3% +$6.64K 0.03% 68
2023
Q2 		$256K Hold
1,162
– – 0.03% 67
2023
Q1 		$237K Sell
1,162
-50
-4% -$10K 0.03% 67
2022
Q4 		$232K Sell
1,212
-147
-11% -$28.3K 0.03% 67
2022
Q3 		$244K Buy
1,359
+150
+12% +$29.9K 0.03% 68
2022
Q2 		$228K Buy
+1,209
New +$248K 0.03% 67

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Capital Investment Services of America increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $60.8K and bringing the position to 1,440 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #69.

Capital Investment Services of America first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 3,102 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Investment Services of America held 1,440 shares of Vanguard Morningstar Total Stock Market ETF worth $533K as of Q2 2026.
  • Capital Investment Services of America bought 170 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $60.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Capital Investment Services of America's portfolio in Q2 2026, its #69 holding.
  • Capital Investment Services of America first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.