Capstone Triton Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capstone Triton Financial Group’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	$822K	Buy	+2,222	New	+$795K	0.47%	61
2026 Q1	–	Sell	-729	Closed	-$244K	–	118
2025 Q4	$244K	Sell	729 -3	-0.4%	-$998	0.16%	82
2025 Q3	$240K	Buy	732 +3	+0.4%	+$948	0.16%	85
2025 Q2	$222K	Buy	+729	New	+$205K	0.16%	84
2024 Q4	$211K	Buy	729 +1	+0.1%	+$292	0.13%	104
2024 Q3	$206K	Buy	+728	New	+$199K	0.13%	103

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Triton Financial Group's VTI Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,222 shares worth $822K. The stake represents 0.47% of the portfolio and ranks #61 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in VTI as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in VTI in Q3 2024 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Capstone Triton Financial Group held 2,222 shares of Vanguard Morningstar Total Stock Market ETF worth $822K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Capstone Triton Financial Group position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.47% of Capstone Triton Financial Group's portfolio in Q2 2026, its #61 holding.
Capstone Triton Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.