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

Monument 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	$3.04M	Buy	8,206 +245	+3%	+$87.6K	0.61%	58
2026 Q1	$2.55M	Buy	7,961 +37	+0.5%	+$12.4K	0.64%	61
2025 Q4	$2.66M	Buy	7,924 +2	+0%	+$665	0.66%	63
2025 Q3	$2.6M	Buy	7,922 +1	+0%	+$316	0.65%	64
2025 Q2	$2.41M	Hold	7,921	–	–	0.63%	68
2025 Q1	$2.18M	Buy	7,921 +17	+0.2%	+$4.94K	0.67%	63
2024 Q4	$2.29M	Hold	7,904	–	–	0.63%	60
2024 Q3	$2.24M	Buy	7,904 +300	+4%	+$81.8K	0.62%	59
2024 Q2	$2.03M	Hold	7,604	–	–	0.6%	61
2024 Q1	$1.98M	Hold	7,604	–	–	0.57%	64
2023 Q4	$1.8M	Hold	7,604	–	–	0.58%	60
2023 Q3	$1.62M	Hold	7,604	–	–	0.54%	62
2023 Q2	$1.68M	Hold	7,604	–	–	0.53%	58
2023 Q1	$1.55M	Hold	7,604	–	–	0.52%	60
2022 Q4	$1.45M	Hold	7,604	–	–	0.5%	62
2022 Q3	$1.36M	Hold	7,604	–	–	0.51%	57
2022 Q2	$1.43M	Sell	7,604 -45	-0.6%	-$9.24K	0.54%	55
2022 Q1	$1.74M	Hold	7,649	–	–	0.56%	55
2021 Q4	$1.85M	Sell	7,649 -409	-5%	-$96.6K	0.57%	58
2021 Q3	$1.79M	Sell	8,058 -173	-2%	-$39.5K	0.61%	65
2021 Q2	$1.83M	Buy	8,231 +922	+13%	+$200K	0.63%	62
2021 Q1	$1.51M	Sell	7,309 -281	-4%	-$56.9K	0.61%	65
2020 Q4	$1.48M	Buy	7,590 +169	+2%	+$30.9K	0.68%	66
2020 Q3	$1.26M	Sell	7,421 -227	-3%	-$38.2K	0.67%	65
2020 Q2	$1.2M	Sell	7,648 -11,573	-60%	-$1.71M	0.7%	64
2020 Q1	$2.48M	Sell	19,221 -6,754	-26%	-$1.04M	1.78%	15
2019 Q4	$4.25M	Sell	25,975 -859	-3%	-$135K	2.17%	6
2019 Q3	$4.05M	Buy	26,834 +42	+0.2%	+$6.33K	2.2%	6
2019 Q2	$4.05M	Sell	26,792 -22	-0.1%	-$3.24K	2.18%	6
2019 Q1	$3.88M	Buy	26,814 +12,990	+94%	+$1.81M	2.21%	6
2018 Q4	$1.76M	Buy	13,824 +13,728	+14,300%	+$1.9M	1.1%	49
2018 Q3	$14K	Buy	96 +90	+1,500%	+$13.2K	0.01%	170
2018 Q2	$1K	Buy	6 +2	+50%	+$279	﹤0.01%	145
2018 Q1	$0	Buy	+4	New	+$561	﹤0.01%	142

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

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

Monument Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, buying an estimated $87.6K and bringing the position to 8,206 shares worth $3.04M. The position accounts for 0.61% of the portfolio, ranked #58.

Monument Capital Management first reported a position in VTI in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.25M in Q4 2019. 1,978 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Monument Capital Management held 8,206 shares of Vanguard Morningstar Total Stock Market ETF worth $3.04M as of Q2 2026.
Monument Capital Management bought 245 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $87.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.61% of Monument Capital Management's portfolio in Q2 2026, its #58 holding.
Monument Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
Monument Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.25M in Q4 2019.
1,978 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.