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

MidAtlantic 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	$986K	Sell	2,664 -24	-0.9%	-$8.58K	0.61%	44
2026 Q1	$862K	Buy	2,688 +153	+6%	+$51.3K	0.59%	43
2025 Q4	$850K	Hold	2,535	–	–	0.54%	44
2025 Q3	$832K	Hold	2,535	–	–	0.57%	47
2025 Q2	$770K	Buy	2,535 +1,668	+192%	+$469K	0.55%	48
2025 Q1	$238K	Hold	867	–	–	0.19%	75
2024 Q4	$251K	Buy	867 +36	+4%	+$10.5K	0.18%	75
2024 Q3	$235K	Buy	831 +4	+0.5%	+$1.09K	0.17%	78
2024 Q2	$221K	Hold	827	–	–	0.19%	75
2024 Q1	$215K	Hold	827	–	–	0.19%	76
2023 Q4	$196K	Buy	+827	New	+$183K	0.19%	73

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

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

MidAtlantic Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.89% in Q2 2026, selling an estimated $8.58K and leaving 2,664 shares worth $986K. The position accounts for 0.61% of the portfolio, ranked #44.

MidAtlantic Capital Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

MidAtlantic Capital Management held 2,664 shares of Vanguard Morningstar Total Stock Market ETF worth $986K as of Q2 2026.
MidAtlantic Capital Management sold 24 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.58K.
Vanguard Morningstar Total Stock Market ETF made up 0.61% of MidAtlantic Capital Management's portfolio in Q2 2026, its #44 holding.
MidAtlantic Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.