NCM
VTI icon

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

Nelson 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 		$206K Buy
+556
New +$199K 0.02% 117
2024
Q3 		– Sell
-1,390
Closed -$372K – 114
2024
Q2 		$372K Buy
1,390
+276
+25% +$71.4K 0.07% 86
2024
Q1 		$290K Hold
1,114
– – 0.06% 91
2023
Q4 		$264K Buy
+1,114
New +$246K 0.06% 87
2022
Q1 		– Sell
-882
Closed -$213K – 109
2021
Q4 		$213K Sell
882
-75
-8% -$17.7K 0.04% 103
2021
Q3 		$213K Buy
+957
New +$218K 0.04% 96

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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Nelson Capital Management opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2026: 556 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings. This is a return to the name: Nelson Capital Management previously reported a position in VTI as recently as Q2 2024.

Nelson Capital Management first reported a position in VTI in Q3 2021 and has held it in 6 quarters since. The position peaked at $372K in Q2 2024. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nelson Capital Management held 556 shares of Vanguard Total Stock Market ETF worth $206K as of Q2 2026.
  • Vanguard Total Stock Market ETF was a new Nelson Capital Management position in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.02% of Nelson Capital Management's portfolio in Q2 2026, its #117 holding.
  • Nelson Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 6 quarters since.
  • Nelson Capital Management's Vanguard Total Stock Market ETF position peaked at $372K in Q2 2024.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.