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

Fortis 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	$2.05M	Buy	5,545 +164	+3%	+$58.6K	0.23%	70
2026 Q1	$1.73M	Sell	5,381 -28	-0.5%	-$9.39K	0.18%	68
2025 Q4	$1.81M	Buy	5,409 +3,459	+177%	+$1.15M	0.24%	62
2025 Q3	$640K	Buy	1,950 +34	+2%	+$10.7K	0.09%	99
2025 Q2	$582K	Sell	1,916 -9	-0.5%	-$2.53K	0.09%	99
2025 Q1	$529K	Sell	1,925 -21	-1%	-$6.1K	0.1%	102
2024 Q4	$564K	Sell	1,946 -25	-1%	-$7.29K	0.1%	93
2024 Q3	$558K	Sell	1,971 -91	-4%	-$24.8K	0.11%	91
2024 Q2	$552K	Buy	2,062 +161	+8%	+$41.7K	0.12%	92
2024 Q1	$494K	Buy	1,901 +25	+1%	+$6.18K	0.13%	81
2023 Q4	$445K	Sell	1,876 -1,143	-38%	-$253K	0.11%	106
2023 Q3	$641K	Buy	+3,019	New	+$668K	0.2%	90

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

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

Fortis Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, buying an estimated $58.6K and bringing the position to 5,545 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #70.

Fortis Capital Management first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fortis Capital Management held 5,545 shares of Vanguard Morningstar Total Stock Market ETF worth $2.05M as of Q2 2026.
Fortis Capital Management bought 164 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $58.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Fortis Capital Management's portfolio in Q2 2026, its #70 holding.
Fortis Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.