G2 Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

G2 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	$2.88M	Buy	7,796 +2	+0%	+$715	0.63%	16
2026 Q1	$2.5M	Sell	7,794 -1	-0%	-$336	0.61%	15
2025 Q4	$2.61M	Hold	7,795	–	–	0.63%	14
2025 Q3	$2.56M	Hold	7,795	–	–	0.65%	15
2025 Q2	$2.37M	Buy	7,795 +6,967	+841%	+$1.96M	0.67%	15
2025 Q1	$227K	Hold	828	–	–	0.07%	63
2024 Q4	$240K	Hold	828	–	–	0.07%	59
2024 Q3	$234K	Hold	828	–	–	0.07%	61
2024 Q2	$221K	Hold	828	–	–	0.07%	62
2024 Q1	$215K	Buy	+828	New	+$205K	0.07%	63
2023 Q4	–	Sell	-3,015	Closed	-$640K	–	64
2023 Q3	$640K	Buy	3,015 +1,263	+72%	+$280K	0.29%	29
2023 Q2	$386K	Sell	1,752 -1,674	-49%	-$349K	0.17%	35
2023 Q1	$699K	Sell	3,426 -40,899	-92%	-$8.19M	0.3%	35
2022 Q4	$8.47M	Buy	44,325 +41,299	+1,365%	+$7.96M	3.11%	9
2022 Q3	$543K	Hold	3,026	–	–	0.25%	38
2022 Q2	$571K	Buy	+3,026	New	+$622K	0.27%	35

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

G2 Capital Management's VTI Position: Q2 2026 in Review

G2 Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, buying an estimated $715 and bringing the position to 7,796 shares worth $2.88M. The position accounts for 0.63% of the portfolio, ranked #16.

G2 Capital Management first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.47M in Q4 2022. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

G2 Capital Management held 7,796 shares of Vanguard Morningstar Total Stock Market ETF worth $2.88M as of Q2 2026.
G2 Capital Management bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
Vanguard Morningstar Total Stock Market ETF made up 0.63% of G2 Capital Management's portfolio in Q2 2026, its #16 holding.
G2 Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
G2 Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.47M in Q4 2022.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on G2 Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.