Nelson Capital Management’s Vanguard Morningstar 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Nelson Capital Management opened a new position in Vanguard Morningstar 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. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Nelson Capital Management held 556 shares of Vanguard Morningstar Total Stock Market ETF worth $206K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Nelson Capital Management position in Q2 2026.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q3 2021 and has held it in 6 quarters since.
Nelson Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $372K in Q2 2024.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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