North Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

North Capital’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 Q3	$475K	Buy	1,245 +6	+0.5%	+$2.25K	0.34%	43
2026 Q2	$459K	Buy	1,239 +3	+0.2%	+$1.07K	0.35%	45
2026 Q1	$397K	Buy	1,236 +4	+0.3%	+$1.34K	0.34%	48
2025 Q4	$413K	Buy	1,232 +40	+3%	+$13.3K	0.36%	44
2025 Q3	$391K	Buy	1,192 +5	+0.4%	+$1.58K	0.3%	46
2025 Q2	$361K	Sell	1,187 -67	-5%	-$18.8K	0.31%	46
2025 Q1	$345K	Buy	+1,254	New	+$364K	0.33%	43

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

North Capital's VTI Position: Q3 2026 in Review

North Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.48% in Q3 2026, buying an estimated $2.25K and bringing the position to 1,245 shares worth $475K. The position accounts for 0.34% of the portfolio, ranked #43.

North Capital first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

North Capital held 1,245 shares of Vanguard Morningstar Total Stock Market ETF worth $475K as of Q3 2026.
North Capital bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.25K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of North Capital's portfolio in Q3 2026, its #43 holding.
North Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.