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Mountain Capital Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mountain Capital Investment Advisors’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 		$719K Buy
1,943
+163
+9% +$58.3K 0.1% 30
2026
Q1 		$627K Buy
1,780
+345
+24% +$116K 0.09% 27
2025
Q4 		$489K Buy
1,435
+62
+5% +$20.6K 0.08% 41
2025
Q3 		$452K Sell
1,373
-26
-2% -$8.21K 0.08% 42
2025
Q2 		$425K Buy
1,399
+13
+0.9% +$3.66K 0.08% 34
2025
Q1 		$373K Buy
1,386
+160
+13% +$46.5K 0.08% 35
2024
Q4 		$363K Buy
1,226
+10
+0.8% +$2.92K 0.08% 36
2024
Q3 		$360K Sell
1,216
-1,014
-45% -$277K 0.08% 37
2024
Q2 		$617K Buy
2,230
+1,397
+168% +$362K 0.15% 22
2024
Q1 		$215K Buy
+833
New +$206K 0.06% 40
2023
Q3 		– Sell
-913
Closed -$207K – 71
2023
Q2 		$207K Buy
+913
New +$190K 0.08% 68
2018
Q4 		– Sell
-1,662
Closed -$249K – 44
2018
Q3 		$249K Buy
+1,662
New +$245K 0.24% 37

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Mountain Capital Investment Advisors's VTI Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 9.2% in Q2 2026, buying an estimated $58.3K and bringing the position to 1,943 shares worth $719K. The position accounts for 0.1% of the portfolio, ranked #30.

Mountain Capital Investment Advisors first reported a position in VTI in Q3 2018 and has held it in 12 quarters since. 1,607 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,943 shares of Vanguard Total Stock Market ETF worth $719K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 163 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $58.3K.
  • Vanguard Total Stock Market ETF made up 0.1% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2018 and has held it in 12 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.