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Capstone Wealth Management Group (Oregon)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Capstone Wealth Management Group (Oregon)’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
Q1 		$255K Hold
794
– – 0.16% 105
2025
Q4 		$266K Hold
794
– – 0.16% 101
2025
Q3 		$261K Sell
794
-1
-0.1% -$316 0.17% 99
2025
Q2 		$242K Buy
+795
New +$224K 0.18% 89

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VTI Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 794 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #105.

Capstone Wealth Management Group (Oregon) first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 794 shares of Vanguard Total Stock Market ETF worth $255K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.16% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #105 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Vanguard Total Stock Market ETF position peaked at $266K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.