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

EdgeRock Capital’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	$6.43M	Buy	17,372 +43	+0.2%	+$15.4K	1.46%	17
2026 Q1	$5.56M	Sell	17,329 -872	-5%	-$293K	1.5%	17
2025 Q4	$6.1M	Buy	18,201 +1,032	+6%	+$343K	1.62%	18
2025 Q3	$5.63M	Buy	17,169 +109	+0.6%	+$34.4K	1.57%	18
2025 Q2	$5.19M	Buy	+17,060	New	+$4.8M	1.64%	18
2023 Q4	–	Sell	-1,069	Closed	-$227K	–	352
2023 Q3	$227K	Buy	+1,069	New	+$237K	0.14%	54
2023 Q2	–	Sell	-1,067	Closed	-$218K	–	68
2023 Q1	$218K	Sell	1,067 -353	-25%	-$70.7K	0.11%	63
2022 Q4	$271K	Sell	1,420 -122	-8%	-$23.5K	0.15%	49
2022 Q3	$277K	Buy	+1,542	New	+$307K	0.16%	43

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

EdgeRock Capital's VTI Position: Q2 2026 in Review

EdgeRock Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q2 2026, buying an estimated $15.4K and bringing the position to 17,372 shares worth $6.43M. The position accounts for 1.46% of the portfolio, ranked #17.

EdgeRock Capital first reported a position in VTI in Q3 2022 and has held it in 9 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

EdgeRock Capital held 17,372 shares of Vanguard Morningstar Total Stock Market ETF worth $6.43M as of Q2 2026.
EdgeRock Capital bought 43 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15.4K.
Vanguard Morningstar Total Stock Market ETF made up 1.46% of EdgeRock Capital's portfolio in Q2 2026, its #17 holding.
EdgeRock Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 9 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.