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

Liberty Capital Management’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 		$45.8M Buy
+123,891
New +$44.3M 7.88% 1
2025
Q4 		$40.7M Sell
121,479
-1,953
-2% -$650K 7.58% 1
2025
Q3 		$40.5M Buy
123,432
+1,921
+2% +$607K 7.62% 1
2025
Q2 		$36.9M Buy
121,511
+6,263
+5% +$1.76M 7.45% 1
2025
Q1 		$31.7M Sell
115,248
-591
-0.5% -$172K 7.05% 1
2024
Q4 		$33.6M Buy
115,839
+2,949
+3% +$860K 7.45% 1
2024
Q3 		$32M Buy
112,890
+857
+0.8% +$234K 7.07% 1
2024
Q2 		$30M Buy
112,033
+4,824
+4% +$1.25M 7.11% 1
2024
Q1 		$27.9M Sell
107,209
-3,283
-3% -$812K 6.87% 1
2023
Q4 		$26.2M Buy
110,492
+10,002
+10% +$2.21M 6.88% 1
2023
Q3 		$21.3M Buy
100,490
+19,851
+25% +$4.39M 6.3% 1
2023
Q2 		$17.8M Buy
80,639
+10,373
+15% +$2.16M 5.33% 2
2023
Q1 		$14.3M Buy
70,266
+2,451
+4% +$491K 4.72% 2
2022
Q4 		$13M Sell
67,815
-937
-1% -$181K 4.5% 2
2022
Q3 		$12.3M Buy
68,752
+1,964
+3% +$391K 4.62% 2
2022
Q2 		$12.6M Buy
66,788
+1,479
+2% +$304K 4.48% 2
2022
Q1 		$14.9M Buy
65,309
+538
+0.8% +$121K 4.34% 2
2021
Q4 		$15.6M Buy
64,771
+485
+0.8% +$114K 4.22% 3
2021
Q3 		$14.3M Buy
64,286
+1,319
+2% +$301K 4.21% 2
2021
Q2 		$14M Buy
62,967
+9,979
+19% +$2.17M 4.27% 2
2021
Q1 		$11M Sell
52,988
-17,420
-25% -$3.52M 3.78% 2
2020
Q4 		$13.7M Buy
+70,408
New +$12.9M 4.96% 2
2020
Q2 		$11.8M Buy
75,440
+2,189
+3% +$323K 5.12% 1
2020
Q1 		$9.44M Buy
73,251
+18,919
+35% +$2.93M 4.93% 1
2019
Q4 		$8.89M Buy
54,332
+8,044
+17% +$1.26M 3.66% 2
2019
Q3 		$6.99M Buy
46,288
+9,719
+27% +$1.46M 3.08% 4
2019
Q2 		$5.49M Buy
36,569
+17,672
+94% +$2.6M 2.46% 10
2019
Q1 		$2.73M Buy
18,897
+16,505
+690% +$2.3M 1.38% 30
2018
Q4 		$305K Buy
+2,392
New +$330K 0.19% 86

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Liberty Capital Management's VTI Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 123,891 shares worth $45.8M. The stake represents 7.88% of the portfolio and ranks #1 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in VTI as recently as Q4 2025.

Liberty Capital Management first reported a position in VTI in Q4 2018 and has held it in 29 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Liberty Capital Management held 123,891 shares of Vanguard Morningstar Total Stock Market ETF worth $45.8M as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Liberty Capital Management position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 7.88% of Liberty Capital Management's portfolio in Q2 2026, its #1 holding.
  • Liberty Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.