Capital Squared Financial
VTI icon

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

Capital Squared Financial’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
Q3 		$414K Buy
1,108
+77
+7% +$28.9K 0.26% 61
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Capital Squared Financial's VTI Position: Q3 2026 in Review

Capital Squared Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.5% in Q3 2026, buying an estimated $28.9K and bringing the position to 1,108 shares worth $414K. The position accounts for 0.26% of the portfolio, ranked #61.

Capital Squared Financial first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. 1,988 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Capital Squared Financial held 1,108 shares of Vanguard Morningstar Total Stock Market ETF worth $414K as of Q3 2026.
  • Capital Squared Financial bought 77 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $28.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Capital Squared Financial's portfolio in Q3 2026, its #61 holding.
  • Capital Squared Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.