JB Capital
VTI icon

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

JB 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
Q3 		$1.54M Sell
4,121
-67
-2% -$25.1K 0.05% 115
2026
Q2 		$1.55M Sell
4,188
-223
-5% -$79.7K 0.05% 121
2026
Q1 		$1.42M Buy
4,411
+83
+2% +$27.8K 0.06% 125
2025
Q4 		$1.45M Buy
4,328
+504
+13% +$168K 0.06% 124
2025
Q3 		$1.25M Buy
3,824
+1,638
+75% +$517K 0.05% 126
2025
Q2 		$664K Sell
2,186
-515
-19% -$145K 0.03% 147
2025
Q1 		$742K Sell
2,701
-175
-6% -$50.8K 0.04% 133
2024
Q4 		$834K Buy
2,876
+160
+6% +$46.7K 0.05% 116
2024
Q3 		$769K Buy
2,716
+97
+4% +$26.5K 0.04% 127
2024
Q2 		$700K Sell
2,619
-130
-5% -$33.6K 0.04% 129
2024
Q1 		$714K Buy
2,749
+479
+21% +$119K 0.05% 121
2023
Q4 		$539K Buy
2,270
+189
+9% +$41.8K 0.04% 129
2023
Q3 		$442K Buy
2,081
+60
+3% +$13.3K 0.04% 123
2023
Q2 		$445K Buy
2,021
+335
+20% +$69.9K 0.04% 115
2023
Q1 		$344K Sell
1,686
-44
-3% -$8.81K 0.03% 126
2022
Q4 		$331K Buy
1,730
+119
+7% +$22.9K 0.03% 127
2022
Q3 		$289K Buy
1,611
+9
+0.6% +$1.79K 0.03% 131
2022
Q2 		$302K Buy
1,602
+4
+0.3% +$822 0.03% 189
2022
Q1 		$364K Buy
1,598
+238
+18% +$53.5K 0.04% 181
2021
Q4 		$329K Sell
1,360
-25
-2% -$5.9K 0.03% 201
2021
Q3 		$308K Buy
+1,385
New +$316K 0.04% 231

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

JB Capital's VTI Position: Q3 2026 in Review

JB Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q3 2026, selling an estimated $25.1K and leaving 4,121 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #115.

JB Capital first reported a position in VTI in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.55M in Q2 2026. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • JB Capital held 4,121 shares of Vanguard Morningstar Total Stock Market ETF worth $1.54M as of Q3 2026.
  • JB Capital sold 67 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $25.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of JB Capital's portfolio in Q3 2026, its #115 holding.
  • JB Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $1.55M in Q2 2026.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.