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

Fulcrum 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 		$478K Hold
1,291
– – 0.1% 66
2026
Q1 		$414K Hold
1,291
– – 0.09% 72
2025
Q4 		$433K Hold
1,291
– – 0.09% 69
2025
Q3 		$424K Hold
1,291
– – 0.09% 68
2025
Q2 		$392K Hold
1,291
– – 0.08% 72
2025
Q1 		$355K Hold
1,291
– – 0.08% 79
2024
Q4 		$374K Sell
1,291
-333
-21% -$97.2K 0.08% 83
2024
Q3 		$460K Hold
1,624
– – 0.1% 73
2024
Q2 		$434K Sell
1,624
-188
-10% -$48.7K 0.1% 72
2024
Q1 		$471K Buy
1,812
+212
+13% +$52.4K 0.11% 71
2023
Q4 		$380K Hold
1,600
– – 0.1% 78
2023
Q3 		$340K Sell
1,600
-53
-3% -$11.7K 0.1% 77
2023
Q2 		$364K Sell
1,653
-105
-6% -$21.9K 0.1% 80
2023
Q1 		$359K Hold
1,758
– – 0.1% 81
2022
Q4 		$336K Hold
1,758
– – 0.1% 82
2022
Q3 		$316K Hold
1,758
– – 0.09% 71
2022
Q2 		$332K Buy
1,758
+658
+60% +$135K 0.1% 63
2022
Q1 		$250K Sell
1,100
-267
-20% -$60K 0.07% 65
2021
Q4 		$330K Hold
1,367
– – 0.07% 69
2021
Q3 		$304K Hold
1,367
– – 0.07% 75
2021
Q2 		$305K Hold
1,367
– – 0.08% 67
2021
Q1 		$283K Buy
1,367
+254
+23% +$51.4K 0.08% 68
2020
Q4 		$217K Buy
+1,113
New +$203K 0.06% 76
2020
Q3 		– Sell
-2,350
Closed -$368K – 68
2020
Q2 		$368K Hold
2,350
– – 0.14% 48
2020
Q1 		$303K Hold
2,350
– – 0.14% 51
2019
Q4 		$385K Sell
2,350
-1,150
-33% -$180K 0.12% 54
2019
Q3 		$529K Sell
3,500
-1,500
-30% -$226K 0.18% 46
2019
Q2 		$750K Buy
+5,000
New +$736K 0.27% 44

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

Fulcrum Capital's VTI Position: Q2 2026 in Review

Fulcrum Capital held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,291 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #66.

Fulcrum Capital first reported a position in VTI in Q2 2019 and has held it in 28 quarters since. The position peaked at $750K in Q2 2019. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fulcrum Capital held 1,291 shares of Vanguard Morningstar Total Stock Market ETF worth $478K as of Q2 2026.
  • Fulcrum Capital left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Fulcrum Capital's portfolio in Q2 2026, its #66 holding.
  • Fulcrum Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 28 quarters since.
  • Fulcrum Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $750K in Q2 2019.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.