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

Elgethun Capital Management’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	$1.96M	Buy	5,294 +24	+0.5%	+$8.58K	0.27%	48
2026 Q1	$1.69M	Buy	5,270 +2,920	+124%	+$980K	0.28%	48
2025 Q4	$788K	Hold	2,350	–	–	0.14%	72
2025 Q3	$771K	Hold	2,350	–	–	0.14%	68
2025 Q2	$714K	Sell	2,350 -79	-3%	-$22.2K	0.14%	69
2025 Q1	$668K	Buy	2,429 +744	+44%	+$216K	0.15%	64
2024 Q4	$488K	Buy	+1,685	New	+$492K	0.12%	82
2017 Q1	–	Sell	-104	Closed	-$12K	–	227
2016 Q4	$12K	Buy	+104	New	+$11.7K	0.01%	204

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

Elgethun Capital Management's VTI Position: Q2 2026 in Review

Elgethun Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q2 2026, buying an estimated $8.58K and bringing the position to 5,294 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #48.

Elgethun Capital Management first reported a position in VTI in Q4 2016 and has held it in 8 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Elgethun Capital Management held 5,294 shares of Vanguard Morningstar Total Stock Market ETF worth $1.96M as of Q2 2026.
Elgethun Capital Management bought 24 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.58K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Elgethun Capital Management's portfolio in Q2 2026, its #48 holding.
Elgethun Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 8 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.