JC
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
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

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

JB Capital's VTI Position: Q2 2026 in Review

JB Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.1% in Q2 2026, selling an estimated $79.7K and leaving 4,188 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #121.

JB Capital first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • JB Capital held 4,188 shares of Vanguard Morningstar Total Stock Market ETF worth $1.55M as of Q2 2026.
  • JB Capital sold 223 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $79.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of JB Capital's portfolio in Q2 2026, its #121 holding.
  • JB Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.