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

Guidance 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	$8.05M	Buy	21,721 +1,227	+6%	+$439K	1.72%	12
2026 Q1	$7.32M	Buy	20,494 +2,140	+12%	+$718K	1.64%	13
2025 Q4	$6.26M	Buy	18,354 +4,379	+31%	+$1.46M	1.53%	13
2025 Q3	$4.66M	Buy	13,975 +633	+5%	+$200K	1.22%	16
2025 Q2	$4.08M	Buy	13,342 +566	+4%	+$159K	1.16%	15
2025 Q1	$3.56M	Buy	12,776 +693	+6%	+$201K	1.09%	15
2024 Q4	$3.64M	Buy	12,083 +1,105	+10%	+$322K	1.11%	14
2024 Q3	$3.17M	Buy	10,978 +831	+8%	+$227K	0.99%	18
2024 Q2	$2.77M	Buy	10,147 +2,218	+28%	+$574K	0.91%	19
2024 Q1	$1.98M	Buy	7,929 +2,317	+41%	+$573K	0.73%	23
2023 Q4	$1.32M	Buy	5,612 +838	+18%	+$185K	0.53%	35
2023 Q3	$998K	Buy	4,774 +55	+1%	+$12.2K	0.45%	39
2023 Q2	$1.05M	Buy	+4,719	New	+$984K	0.46%	42

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

Guidance Capital's VTI Position: Q2 2026 in Review

Guidance Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, buying an estimated $439K and bringing the position to 21,721 shares worth $8.05M. The position accounts for 1.72% of the portfolio, ranked #12.

Guidance Capital first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Guidance Capital held 21,721 shares of Vanguard Morningstar Total Stock Market ETF worth $8.05M as of Q2 2026.
Guidance Capital bought 1,227 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $439K.
Vanguard Morningstar Total Stock Market ETF made up 1.72% of Guidance Capital's portfolio in Q2 2026, its #12 holding.
Guidance Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.