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Moors & Cabot’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Moors & Cabot’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 		$5.86M Buy
18,274
+3,390
+23% +$1.14M 0.25% 84
2025
Q4 		$4.99M Buy
14,884
+847
+6% +$282K 0.21% 98
2025
Q3 		$4.61M Buy
14,037
+1,278
+10% +$404K 0.2% 98
2025
Q2 		$3.88M Buy
12,759
+918
+8% +$258K 0.18% 112
2025
Q1 		$3.25M Buy
11,841
+1,705
+17% +$495K 0.17% 123
2024
Q4 		$2.94M Buy
10,136
+334
+3% +$97.5K 0.14% 133
2024
Q3 		$2.78M Sell
9,802
-19
-0.2% -$5.18K 0.14% 148
2024
Q2 		$2.63M Buy
9,821
+640
+7% +$166K 0.14% 142
2024
Q1 		$2.39M Buy
9,181
+745
+9% +$184K 0.13% 151
2023
Q4 		$2M Buy
8,436
+367
+5% +$81.1K 0.12% 159
2023
Q3 		$1.71M Buy
8,069
+1,248
+18% +$276K 0.12% 172
2023
Q2 		$1.5M Buy
6,821
+1,128
+20% +$235K 0.1% 200
2023
Q1 		$1.16M Buy
5,693
+404
+8% +$80.9K 0.08% 242
2022
Q4 		$1.01M Sell
5,289
-143
-3% -$27.6K 0.07% 267
2022
Q3 		$975K Sell
5,432
-1,734
-24% -$346K 0.07% 260
2022
Q2 		$1.35M Buy
7,166
+1,703
+31% +$350K 0.1% 208
2022
Q1 		$1.24M Buy
5,463
+1,853
+51% +$417K 0.08% 250
2021
Q4 		$872K Buy
3,610
+883
+32% +$208K 0.05% 316
2021
Q3 		$603K Buy
2,727
+403
+17% +$91.9K 0.04% 395
2021
Q2 		$518K Sell
2,324
-580
-20% -$126K 0.04% 412
2021
Q1 		$599K Buy
2,904
+1,159
+66% +$235K 0.05% 352
2020
Q4 		$340K Sell
1,745
-12
-0.7% -$2.19K 0.03% 487
2020
Q3 		$300K Sell
1,757
-111
-6% -$18.7K 0.03% 470
2020
Q2 		$295K Buy
1,868
+313
+20% +$46.2K 0.03% 451
2020
Q1 		$200K Sell
1,555
-405
-21% -$62.6K 0.03% 499
2019
Q4 		$323K Buy
1,960
+291
+17% +$45.6K 0.03% 440
2019
Q3 		$255K Buy
1,669
+319
+24% +$48.1K 0.03% 490
2019
Q2 		$207K Buy
+1,350
New +$199K 0.03% 505
2018
Q2 		– Sell
-2,387
Closed -$324K – 604
2018
Q1 		$324K Buy
+2,387
New +$335K 0.04% 408

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moors & Cabot's VTI Position: Q1 2026 in Review

Moors & Cabot increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q1 2026, buying an estimated $1.14M and bringing the position to 18,274 shares worth $5.86M. The position accounts for 0.25% of the portfolio, ranked #84.

Moors & Cabot first reported a position in VTI in Q1 2018 and has held it in 29 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Moors & Cabot held 18,274 shares of Vanguard Morningstar Total Stock Market ETF worth $5.86M as of Q1 2026.
  • Moors & Cabot bought 3,390 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.14M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Moors & Cabot's portfolio in Q1 2026, its #84 holding.
  • Moors & Cabot first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 29 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.