Capital Squared Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Sell
1,031
-22
-2% -$7.87K 0.25% 64
2026
Q1
$338K Sell
1,053
-41
-4% -$13.8K 0.26% 63
2025
Q4
$367K Sell
1,094
-22
-2% -$7.32K 0.29% 60
2025
Q3
$366K Sell
1,116
-26
-2% -$8.21K 0.32% 57
2025
Q2
$347K Buy
+1,142
New +$321K 0.4% 48

Other funds holding VTI

Capital Squared Financial's VTI Position: Q2 2026 in Review

Capital Squared Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $7.87K and leaving 1,031 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #64.

Capital Squared Financial first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Squared Financial held 1,031 shares of Vanguard Morningstar Total Stock Market ETF worth $381K as of Q2 2026.
  • Capital Squared Financial sold 22 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.87K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Capital Squared Financial's portfolio in Q2 2026, its #64 holding.
  • Capital Squared Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.