MidAtlantic Capital Management’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MidAtlantic Capital Management's VTI Position: Q1 2026 in Review

MidAtlantic Capital Management increased its Vanguard Total Stock Market ETF (VTI) stake by 6% in Q1 2026, buying an estimated $51.3K and bringing the position to 2,688 shares worth $862K. The position accounts for 0.59% of the portfolio, ranked #43.

MidAtlantic Capital Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

MidAtlantic Capital Management held 2,688 shares of Vanguard Total Stock Market ETF worth $862K as of Q1 2026.
MidAtlantic Capital Management bought 153 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $51.3K.
Vanguard Total Stock Market ETF made up 0.59% of MidAtlantic Capital Management's portfolio in Q1 2026, its #43 holding.
MidAtlantic Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.