Interchange Capital Partners
VTI icon

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

Interchange Capital Partners’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
Q3 		$2.42M Buy
6,458
+56
+0.9% +$21K 0.4% 54
2026
Q2 		$2.37M Sell
6,402
-347
-5% -$124K 0.45% 51
2026
Q1 		$1.86M Sell
6,749
-61
-0.9% -$20.5K 0.59% 40
2025
Q4 		$2.28M Sell
6,810
-5
-0.1% -$1.66K 0.42% 44
2025
Q3 		$2.24M Buy
6,815
+1,022
+18% +$323K 0.44% 44
2025
Q2 		$1.76M Sell
5,793
-863
-13% -$243K 0.41% 49
2025
Q1 		$1.83M Sell
6,656
-9
-0.1% -$2.62K 0.51% 40
2024
Q4 		$1.93M Sell
6,665
-1
-0% -$292 0.7% 35
2024
Q3 		$1.89M Sell
6,666
-580
-8% -$158K 0.66% 40
2024
Q2 		$1.94M Buy
7,246
+6,466
+829% +$1.67M 0.71% 37
2024
Q1 		$203K Buy
+780
New +$193K 0.14% 161
2023
Q2 		– Sell
-9,345
Closed -$1.91M – 226
2023
Q1 		$1.91M Buy
+9,345
New +$1.87M 1.03% 21
2021
Q4 		– Sell
-2,222
Closed -$493K – 197
2021
Q3 		$493K Sell
2,222
-21
-0.9% -$4.79K 0.82% 45
2021
Q2 		$499K Sell
2,243
-1,145
-34% -$248K 0.77% 47
2021
Q1 		$749K Sell
3,388
-1,072
-24% -$217K 0.41% 81
2020
Q4 		$868K Buy
+4,460
New +$815K 0.47% 50

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Rakuten Investment Management
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WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Interchange Capital Partners's VTI Position: Q3 2026 in Review

Interchange Capital Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.87% in Q3 2026, buying an estimated $21K and bringing the position to 6,458 shares worth $2.42M. The position accounts for 0.4% of the portfolio, ranked #54.

Interchange Capital Partners first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. 2,356 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Interchange Capital Partners held 6,458 shares of Vanguard Morningstar Total Stock Market ETF worth $2.42M as of Q3 2026.
  • Interchange Capital Partners bought 56 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $21K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.4% of Interchange Capital Partners's portfolio in Q3 2026, its #54 holding.
  • Interchange Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.