Catalina Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Catalina Capital 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 Q1	$560K	Buy	1,744 +1	+0.1%	+$336	0.33%	64
2025 Q4	$584K	Buy	1,743 +5	+0.3%	+$1.66K	0.35%	60
2025 Q3	$570K	Buy	1,738 +3	+0.2%	+$948	0.35%	62
2025 Q2	$527K	Sell	1,735 -1	-0.1%	-$281	0.35%	62
2025 Q1	$477K	Sell	1,736 -55	-3%	-$16K	0.31%	69
2024 Q4	$519K	Buy	1,791 +512	+40%	+$149K	0.17%	121
2024 Q3	$362K	Sell	1,279 -828	-39%	-$226K	0.12%	175
2024 Q2	$564K	Sell	2,107 -2	-0.1%	-$518	0.21%	98
2024 Q1	$548K	Buy	2,109 +65	+3%	+$16.1K	0.23%	92
2023 Q4	$485K	Buy	+2,044	New	+$452K	0.33%	60

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

Catalina Capital Group's VTI Position: Q1 2026 in Review

Catalina Capital Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q1 2026, buying an estimated $336 and bringing the position to 1,744 shares worth $560K. The position accounts for 0.33% of the portfolio, ranked #64.

Catalina Capital Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $584K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Catalina Capital Group held 1,744 shares of Vanguard Morningstar Total Stock Market ETF worth $560K as of Q1 2026.
Catalina Capital Group bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of Catalina Capital Group's portfolio in Q1 2026, its #64 holding.
Catalina Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $584K in Q4 2025.
3,587 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.