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CoreCap Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CoreCap Advisors’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
Q3 		$183M Buy
489,929
+8,688
+2% +$3.26M 5.27% 1
2026
Q2 		$178M Buy
481,241
+18,882
+4% +$6.75M 5.25% 1
2026
Q1 		$148M Buy
462,359
+18,082
+4% +$6.07M 5.05% 1
2025
Q4 		$149M Sell
444,277
-32,856
-7% -$10.9M 5.2% 2
2025
Q3 		$157M Buy
477,133
+10,848
+2% +$3.43M 5.69% 2
2025
Q2 		$142M Buy
466,285
+20,641
+5% +$5.81M 5.7% 2
2025
Q1 		$122M Buy
445,644
+1,637
+0.4% +$476K 5.39% 1
2024
Q4 		$129M Sell
444,007
-8,132
-2% -$2.37M 5.86% 1
2024
Q3 		$128M Buy
+452,139
New +$123M 6.02% 1
2024
Q2 		– Sell
-416,107
Closed -$108M – 2576
2024
Q1 		$108M Buy
416,107
+18,579
+5% +$4.6M 5.73% 1
2023
Q4 		$94.3M Buy
397,528
+8,692
+2% +$1.92M 6.09% 1
2023
Q3 		$82.6M Sell
388,836
-6,212
-2% -$1.38M 5.95% 1
2023
Q2 		$87M Buy
+395,048
New +$82.4M 6.2% 1
2022
Q4 		$84.8M Buy
443,493
+53,034
+14% +$10.2M 6.06% 1
2022
Q3 		$70.1M Sell
390,459
-63,226
-14% -$12.6M 5.88% 1
2022
Q2 		$85.6M Buy
453,685
+5,137
+1% +$1.06M 6.67% 1
2022
Q1 		$102M Buy
448,548
+43,767
+11% +$9.84M 7.05% 1
2021
Q4 		$97.7M Buy
+404,781
New +$95.6M 6.52% 1

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

CoreCap Advisors's VTI Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q3 2026, buying an estimated $3.26M and bringing the position to 489,929 shares worth $183M. The position accounts for 5.27% of the portfolio, ranked #1.

CoreCap Advisors first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 145 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • CoreCap Advisors held 489,929 shares of Vanguard Morningstar Total Stock Market ETF worth $183M as of Q3 2026.
  • CoreCap Advisors bought 8,688 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3.26M.
  • Vanguard Morningstar Total Stock Market ETF made up 5.27% of CoreCap Advisors's portfolio in Q3 2026, its #1 holding.
  • CoreCap Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.