CFO
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Capitol Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capitol Family Office’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 		$48.4M Buy
130,889
+2,404
+2% +$860K 51.15% 1
2026
Q1 		$43.1M Hold
128,485
– – 50.87% 1
2025
Q4 		$43.1M Buy
128,485
+2,371
+2% +$789K 50.87% 1
2025
Q3 		$41.4M Sell
126,114
-645
-0.5% -$204K 50.2% 1
2025
Q2 		$38.5M Buy
126,759
+685
+0.5% +$193K 50.24% 1
2025
Q1 		$34.7M Sell
126,074
-8,775
-7% -$2.55M 49.03% 1
2024
Q4 		$39.1M Sell
134,849
-7,218
-5% -$2.11M 52.17% 1
2024
Q3 		$40.2M Buy
142,067
+4,305
+3% +$1.17M 49.82% 1
2024
Q2 		$36.9M Sell
137,762
-2,176
-2% -$563K 49.29% 1
2024
Q1 		$36.4M Buy
139,938
+63,868
+84% +$15.8M 47.05% 1
2023
Q4 		$18M Buy
76,070
+1,388
+2% +$307K 30.39% 1
2023
Q3 		$15.9M Sell
74,682
-19,786
-21% -$4.38M 29.87% 1
2023
Q2 		$20.8M Buy
94,468
+11,008
+13% +$2.3M 47.5% 1
2023
Q1 		$17M Buy
83,460
+523
+0.6% +$105K 33.61% 1
2022
Q4 		$15.9M Buy
+82,937
New +$16M 32.12% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capitol Family Office's VTI Position: Q2 2026 in Review

Capitol Family Office increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $860K and bringing the position to 130,889 shares worth $48.4M. The position accounts for 51.15% of the portfolio, ranked #1.

Capitol Family Office first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 2,401 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capitol Family Office held 130,889 shares of Vanguard Morningstar Total Stock Market ETF worth $48.4M as of Q2 2026.
  • Capitol Family Office bought 2,404 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $860K.
  • Vanguard Morningstar Total Stock Market ETF made up 51.15% of Capitol Family Office's portfolio in Q2 2026, its #1 holding.
  • Capitol Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,401 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.