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

Inscription 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 		$9.03M Buy
24,408
+52
+0.2% +$18.6K 0.8% 21
2026
Q1 		$7.81M Sell
24,356
-1,323
-5% -$444K 0.82% 22
2025
Q4 		$8.61M Buy
25,679
+3,449
+16% +$1.15M 0.88% 19
2025
Q3 		$7.3M Buy
22,230
+2,556
+13% +$807K 0.79% 23
2025
Q2 		$5.98M Sell
19,674
-1,211
-6% -$341K 0.86% 23
2025
Q1 		$5.43M Buy
+20,885
New +$6.07M 0.89% 21
2024
Q3 		$6.15M Buy
21,705
+3
+0% +$818 0.91% 21
2024
Q2 		$5.81M Buy
21,702
+472
+2% +$122K 0.93% 21
2024
Q1 		$5.52M Buy
21,230
+5,803
+38% +$1.44M 0.91% 20
2023
Q4 		$3.66M Sell
15,427
-185
-1% -$40.9K 1% 17
2023
Q3 		$3.32M Sell
15,612
-273
-2% -$60.4K 1.08% 17
2023
Q2 		$3.5M Buy
15,885
+204
+1% +$42.5K 1.09% 18
2023
Q1 		$3.2M Buy
15,681
+470
+3% +$94.1K 0.85% 23
2022
Q4 		$2.91M Sell
15,211
-6,476
-30% -$1.25M 1% 19
2022
Q3 		$3.89M Buy
21,687
+242
+1% +$48.2K 1.1% 13
2022
Q2 		$4.04M Sell
21,445
-5,967
-22% -$1.23M 0.73% 31
2022
Q1 		$6.24M Sell
27,412
-45
-0.2% -$10.1K 1.78% 10
2021
Q4 		$6.63M Buy
27,457
+4,502
+20% +$1.06M 1.81% 11
2021
Q3 		$5.1M Buy
22,955
+14,087
+159% +$3.21M 1.6% 12
2021
Q2 		$1.98M Sell
8,868
-2,847
-24% -$618K 0.22% 91
2021
Q1 		$2.42M Sell
11,715
-9,011
-43% -$1.82M 0.83% 32
2020
Q4 		$4.03M Buy
20,726
+2,582
+14% +$472K 1.55% 11
2020
Q3 		$3.09M Buy
+18,144
New +$3.05M 1.37% 14
2019
Q1 		– Sell
-187
Closed -$24K – 289
2018
Q4 		$24K Buy
+187
New +$25.8K 0.01% 237

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

Inscription Capital's VTI Position: Q2 2026 in Review

Inscription Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.21% in Q2 2026, buying an estimated $18.6K and bringing the position to 24,408 shares worth $9.03M. The position accounts for 0.8% of the portfolio, ranked #21.

Inscription Capital first reported a position in VTI in Q4 2018 and has held it in 24 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Inscription Capital held 24,408 shares of Vanguard Morningstar Total Stock Market ETF worth $9.03M as of Q2 2026.
  • Inscription Capital bought 52 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.8% of Inscription Capital's portfolio in Q2 2026, its #21 holding.
  • Inscription Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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