Carmel Capital Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carmel Capital Partners’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	$1.6M	Sell	4,313 -80	-2%	-$28.6K	0.53%	50
2026 Q1	$1.41M	Buy	4,393 +509	+13%	+$171K	0.51%	56
2025 Q4	$1.3M	Buy	3,884 +1,215	+46%	+$404K	0.46%	59
2025 Q3	$876K	Sell	2,669 -22	-0.8%	-$6.95K	0.37%	65
2025 Q2	$818K	Hold	2,691	–	–	0.29%	73
2025 Q1	$740K	Buy	2,691 +1,136	+73%	+$330K	0.29%	73
2024 Q4	$451K	Buy	1,555 +4	+0.3%	+$1.17K	0.18%	90
2024 Q3	$439K	Sell	1,551 -28	-2%	-$7.64K	0.17%	100
2024 Q2	$422K	Buy	1,579 +15	+1%	+$3.88K	0.18%	83
2024 Q1	$406K	Buy	+1,564	New	+$387K	0.17%	85
2023 Q4	–	Sell	-19,953	Closed	-$4.24M	–	688
2023 Q3	$4.24M	Buy	+19,953	New	+$4.42M	1.9%	7

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

Carmel Capital Partners's VTI Position: Q2 2026 in Review

Carmel Capital Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $28.6K and leaving 4,313 shares worth $1.6M. The position accounts for 0.53% of the portfolio, ranked #50.

Carmel Capital Partners first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.24M in Q3 2023. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Carmel Capital Partners held 4,313 shares of Vanguard Morningstar Total Stock Market ETF worth $1.6M as of Q2 2026.
Carmel Capital Partners sold 80 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $28.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.53% of Carmel Capital Partners's portfolio in Q2 2026, its #50 holding.
Carmel Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Carmel Capital Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.24M in Q3 2023.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.