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

January Capital Advisors’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 Q1	$301K	Buy	+939	New	+$315K	0.41%	42
2022 Q2	$958K	Hold	5,078	–	–	0.85%	16
2022 Q1	$958K	Sell	5,078 -352	-6%	-$79.2K	0.85%	16
2021 Q4	$1.31M	Buy	+5,430	New	+$1.28M	1.04%	24

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

January Capital Advisors's VTI Position: Q1 2026 in Review

January Capital Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 939 shares worth $301K. The stake represents 0.41% of the portfolio and ranks #42 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in VTI as recently as Q2 2022.

January Capital Advisors first reported a position in VTI in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2021. 3,569 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

January Capital Advisors held 939 shares of Vanguard Morningstar Total Stock Market ETF worth $301K as of Q1 2026.
Vanguard Morningstar Total Stock Market ETF was a new January Capital Advisors position in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.41% of January Capital Advisors's portfolio in Q1 2026, its #42 holding.
January Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
January Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.31M in Q4 2021.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.