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

JBF 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	$370K	Hold	1,000	–	–	0.05%	67
2026 Q1	$321K	Hold	1,000	–	–	0.05%	80
2025 Q4	$335K	Hold	1,000	–	–	0.05%	56
2025 Q3	$328K	Hold	1,000	–	–	0.05%	60
2025 Q2	$304K	Hold	1,000	–	–	0.05%	47
2025 Q1	$275K	Hold	1,000	–	–	0.05%	49
2024 Q4	$290K	Hold	1,000	–	–	0.05%	57
2024 Q3	$283K	Hold	1,000	–	–	0.04%	69
2024 Q2	$268K	Hold	1,000	–	–	0.04%	70
2024 Q1	$260K	Hold	1,000	–	–	0.04%	68
2023 Q4	$237K	Hold	1,000	–	–	0.05%	64
2023 Q3	$212K	Hold	1,000	–	–	0.05%	60
2023 Q2	$220K	Hold	1,000	–	–	0.05%	56
2023 Q1	$204K	Buy	+1,000	New	+$200K	0.05%	54
2022 Q4	–	Sell	-1,000	Closed	-$179K	–	68
2022 Q3	$179K	Buy	+1,000	New	+$199K	0.05%	52
2022 Q2	–	Sell	-1,000	Closed	-$228K	–	83
2022 Q1	$228K	Hold	1,000	–	–	0.05%	53
2021 Q4	$241K	Hold	1,000	–	–	0.05%	58
2021 Q3	$222K	Hold	1,000	–	–	0.05%	51
2021 Q2	$223K	Sell	1,000 -59,000	-98%	-$12.8M	0.05%	45
2021 Q1	$12.4M	Buy	+60,000	New	+$12.1M	2.83%	9
2019 Q2	–	Sell	-45,000	Closed	-$6.51M	–	83
2019 Q1	$6.51M	Buy	+45,000	New	+$6.28M	1.16%	10

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

JBF Capital's VTI Position: Q2 2026 in Review

JBF Capital held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,000 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #67.

JBF Capital first reported a position in VTI in Q1 2019 and has held it in 21 quarters since. The position peaked at $12.4M in Q1 2021. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

JBF Capital held 1,000 shares of Vanguard Morningstar Total Stock Market ETF worth $370K as of Q2 2026.
JBF Capital left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of JBF Capital's portfolio in Q2 2026, its #67 holding.
JBF Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 21 quarters since.
JBF Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $12.4M in Q1 2021.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.