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

Guardsman Private 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	$47.4M	Sell	128,055 -460	-0.4%	-$164K	33.21%	1
2026 Q1	$41.2M	Buy	128,515 +10,892	+9%	+$3.65M	32.21%	1
2025 Q4	$39.4M	Buy	+117,623	New	+$39.1M	31.43%	1

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

Guardsman Private Capital Management's VTI Position: Q2 2026 in Review

Guardsman Private Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.36% in Q2 2026, selling an estimated $164K and leaving 128,055 shares worth $47.4M. The position accounts for 33.21% of the portfolio, ranked #1.

Guardsman Private Capital Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Guardsman Private Capital Management held 128,055 shares of Vanguard Morningstar Total Stock Market ETF worth $47.4M as of Q2 2026.
Guardsman Private Capital Management sold 460 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $164K.
Vanguard Morningstar Total Stock Market ETF made up 33.21% of Guardsman Private Capital Management's portfolio in Q2 2026, its #1 holding.
Guardsman Private Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Guardsman Private Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.