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

Fort Henry 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	$7M	Buy	18,927 +662	+4%	+$237K	3.86%	7
2026 Q1	$5.86M	Buy	18,265 +871	+5%	+$292K	3.54%	8
2025 Q4	$5.83M	Buy	17,394 +777	+5%	+$258K	3.57%	8
2025 Q3	$5.45M	Buy	16,617 +295	+2%	+$93.2K	3.46%	8
2025 Q2	$4.96M	Buy	16,322 +746	+5%	+$210K	3.33%	8
2025 Q1	$4.28M	Buy	15,576 +2,374	+18%	+$690K	3.07%	8
2024 Q4	$3.83M	Sell	13,202 -77	-0.6%	-$22.5K	2.74%	8
2024 Q3	$3.76M	Buy	13,279 +375	+3%	+$102K	2.56%	8
2024 Q2	$3.45M	Buy	12,904 +1,057	+9%	+$274K	2.48%	8
2024 Q1	$3.08M	Buy	11,847 +369	+3%	+$91.3K	2.27%	10
2023 Q4	$2.72M	Buy	11,478 +1,210	+12%	+$268K	2.11%	10
2023 Q3	$2.15M	Buy	10,268 +482	+5%	+$107K	1.84%	10
2023 Q2	$2.13M	Buy	9,786 +1,501	+18%	+$313K	1.71%	10
2023 Q1	$1.67M	Buy	8,285 +977	+13%	+$196K	1.4%	10
2022 Q4	$1.38M	Buy	7,308 +1,673	+30%	+$322K	1.25%	10
2022 Q3	$989K	Buy	5,635 +663	+13%	+$132K	0.96%	10
2022 Q2	$915K	Buy	4,972 +1,796	+57%	+$369K	0.85%	11
2022 Q1	$723K	Buy	3,176 +1,758	+124%	+$395K	0.62%	11
2021 Q4	$342K	Buy	1,418 +348	+33%	+$82.2K	0.29%	11
2021 Q3	$238K	Buy	+1,070	New	+$244K	0.21%	13

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

Fort Henry Capital's VTI Position: Q2 2026 in Review

Fort Henry Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, buying an estimated $237K and bringing the position to 18,927 shares worth $7M. The position accounts for 3.86% of the portfolio, ranked #7.

Fort Henry Capital first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fort Henry Capital held 18,927 shares of Vanguard Morningstar Total Stock Market ETF worth $7M as of Q2 2026.
Fort Henry Capital bought 662 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $237K.
Vanguard Morningstar Total Stock Market ETF made up 3.86% of Fort Henry Capital's portfolio in Q2 2026, its #7 holding.
Fort Henry Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fort Henry Capital's 13F filing for Q2 2026, filed 15 Jul 2026.