Capstone Wealth Management Group (Oregon)’s Vanguard Morningstar 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 Q2	–	Sell	-794	Closed	-$255K	–	139
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 $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 Wealth Management Group (Oregon)'s VTI Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 794 shares — an estimated $255K sold.

Capstone Wealth Management Group (Oregon) first reported a position in VTI in Q2 2025 and held it in 4 quarters. The position peaked at $266K in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Capstone Wealth Management Group (Oregon) reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 794 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $255K.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and held it in 4 quarters.
Capstone Wealth Management Group (Oregon)'s Vanguard Morningstar Total Stock Market ETF position peaked at $266K in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.