Carmel Capital Partners’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carmel Capital Partners's VTI Position: Q1 2026 in Review

Carmel Capital Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 13% in Q1 2026, buying an estimated $171K and bringing the position to 4,393 shares worth $1.41M. The position accounts for 0.51% of the portfolio, ranked #56.

Carmel Capital Partners first reported a position in VTI in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.24M in Q3 2023. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Carmel Capital Partners held 4,393 shares of Vanguard Total Stock Market ETF worth $1.41M as of Q1 2026.
Carmel Capital Partners bought 509 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $171K.
Vanguard Total Stock Market ETF made up 0.51% of Carmel Capital Partners's portfolio in Q1 2026, its #56 holding.
Carmel Capital Partners first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and has held it in 10 quarters since.
Carmel Capital Partners's Vanguard Total Stock Market ETF position peaked at $4.24M in Q3 2023.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.