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

Fortis Capital 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
Q2 		$9.74M Sell
26,310
-1,634
-6% -$584K 1.09% 16
2026
Q1 		$8.96M Buy
27,944
+1,111
+4% +$373K 1.17% 17
2025
Q4 		$9M Buy
26,833
+41
+0.2% +$13.6K 1.33% 17
2025
Q3 		$8.79M Buy
26,792
+8,537
+47% +$2.7M 1.39% 17
2025
Q2 		$5.55M Buy
18,255
+12,264
+205% +$3.45M 0.99% 20
2025
Q1 		$1.65M Buy
5,991
+1,094
+22% +$318K 0.33% 44
2024
Q4 		$1.36M Hold
4,897
– – 0.47% 46
2024
Q3 		$1.39M Buy
4,897
+1,050
+27% +$286K 0.46% 42
2024
Q2 		$1.03M Sell
3,847
-1,682
-30% -$435K 0.37% 52
2024
Q1 		$1.44M Buy
5,529
+3,135
+131% +$776K 0.6% 25
2023
Q4 		$568K Sell
2,394
-972
-29% -$215K 0.3% 52
2023
Q3 		$715K Sell
3,366
-702
-17% -$155K 0.46% 39
2023
Q2 		$896K Sell
4,068
-701
-15% -$146K 0.53% 34
2023
Q1 		$973K Sell
4,769
-915
-16% -$183K 0.52% 34
2022
Q4 		$1.09M Buy
+5,684
New +$1.1M 0.65% 25

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortis Capital Advisors's VTI Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.8% in Q2 2026, selling an estimated $584K and leaving 26,310 shares worth $9.74M. The position accounts for 1.09% of the portfolio, ranked #16.

Fortis Capital Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fortis Capital Advisors held 26,310 shares of Vanguard Morningstar Total Stock Market ETF worth $9.74M as of Q2 2026.
  • Fortis Capital Advisors sold 1,634 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $584K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.09% of Fortis Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Fortis Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.