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New England Capital Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

New England Capital Financial 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 		$34.5K Sell
93
-67
-42% -$24K 0.01% 161
2026
Q1 		$51.3K Hold
160
– – 0.01% 130
2025
Q4 		$53.6K Sell
160
-164
-51% -$54.6K 0.02% 130
2025
Q3 		$106K Buy
324
+164
+103% +$51.8K 0.05% 83
2025
Q2 		$48.6K Hold
160
– – 0.02% 122
2025
Q1 		$44K Hold
160
– – 0.02% 119
2024
Q4 		$46.4K Hold
160
– – 0.02% 118
2024
Q3 		$45.3K Hold
160
– – 0.02% 118
2024
Q2 		$42.8K Hold
160
– – 0.02% 120
2024
Q1 		$41.6K Buy
160
+59
+58% +$14.6K 0.02% 121
2023
Q4 		$24K Buy
+101
New +$22.3K 0.01% 153
2023
Q2 		– Sell
-9
Closed -$1.84K – 445
2023
Q1 		$1.84K Sell
9
-95
-91% -$19K ﹤0.01% 345
2022
Q4 		$20.8K Buy
+104
New +$20K 0.01% 180

Other funds holding VTI

WI
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
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 $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
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

New England Capital Financial Advisors's VTI Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 42% in Q2 2026, selling an estimated $24K and leaving 93 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #161.

New England Capital Financial Advisors first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. The position peaked at $106K in Q3 2025. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • New England Capital Financial Advisors held 93 shares of Vanguard Morningstar Total Stock Market ETF worth $34.5K as of Q2 2026.
  • New England Capital Financial Advisors sold 67 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • New England Capital Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • New England Capital Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $106K in Q3 2025.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.