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 Q2	$606K	Buy	1,639 +700	+75%	+$250K	0.51%	27
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: Q2 2026 in Review

January Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 75% in Q2 2026, buying an estimated $250K and bringing the position to 1,639 shares worth $606K. The position accounts for 0.51% of the portfolio, ranked #27.

January Capital Advisors first reported a position in VTI in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2021. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

January Capital Advisors held 1,639 shares of Vanguard Morningstar Total Stock Market ETF worth $606K as of Q2 2026.
January Capital Advisors bought 700 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $250K.
Vanguard Morningstar Total Stock Market ETF made up 0.51% of January Capital Advisors's portfolio in Q2 2026, its #27 holding.
January Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
January Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.31M in Q4 2021.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.