Kapstone Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kapstone Financial 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	$418K	Hold	1,129	–	–	0.17%	89
2026 Q1	$362K	Buy	1,129 +55	+5%	+$18.5K	0.18%	86
2025 Q4	$360K	Buy	1,074 +229	+27%	+$76.2K	0.18%	71
2025 Q3	$277K	Hold	845	–	–	0.13%	85
2025 Q2	$257K	Hold	845	–	–	0.13%	91
2025 Q1	$232K	Hold	845	–	–	0.13%	92
2024 Q4	$252K	Hold	845	–	–	0.13%	91
2024 Q3	$238K	Hold	845	–	–	0.14%	91
2024 Q2	$226K	Hold	845	–	–	0.15%	90
2024 Q1	$220K	Sell	845 -80	-9%	-$19.8K	0.15%	98
2023 Q4	$224K	Buy	+925	New	+$204K	0.18%	92
2023 Q3	–	Sell	-925	Closed	-$211K	–	100
2023 Q2	$211K	Sell	925 -50	-5%	-$10.4K	0.17%	94
2023 Q1	$201K	Hold	975	–	–	0.18%	91
2022 Q4	$205K	Buy	+975	New	+$188K	0.19%	96

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

Kapstone Financial Advisors's VTI Position: Q2 2026 in Review

Kapstone Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,129 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #89.

Kapstone Financial Advisors first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kapstone Financial Advisors held 1,129 shares of Vanguard Morningstar Total Stock Market ETF worth $418K as of Q2 2026.
Kapstone Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Kapstone Financial Advisors's portfolio in Q2 2026, its #89 holding.
Kapstone Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.