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

Objective 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 Q3	$1.92M	Hold	5,118	–	–	1.72%	12
2026 Q2	$1.89M	Sell	5,118 -154	-3%	-$55.1K	1.68%	13
2026 Q1	$1.69M	Hold	5,272	–	–	1.71%	13
2025 Q4	$1.77M	Buy	5,272 +1	+0%	+$333	1.8%	14
2025 Q3	$1.73M	Hold	5,271	–	–	1.79%	15
2025 Q2	$1.6M	Buy	5,271 +96	+2%	+$27K	1.8%	15
2025 Q1	$1.42M	Sell	5,175 -47	-0.9%	-$13.7K	1.81%	13
2024 Q4	$1.51M	Hold	5,222	–	–	1.01%	27
2024 Q3	$1.48M	Buy	+5,222	New	+$1.42M	0.87%	32
2024 Q1	$1.36M	Sell	5,222 -81	-2%	-$20K	0.92%	32
2023 Q4	$1.26M	Hold	5,303	–	–	0.96%	30
2023 Q3	$1.13M	Hold	5,303	–	–	1%	29
2023 Q2	$1.17M	Hold	5,303	–	–	1.02%	29
2023 Q1	$1.08M	Hold	5,303	–	–	0.99%	30
2022 Q4	$1.01M	Hold	5,303	–	–	1.01%	30
2022 Q3	$952K	Hold	5,303	–	–	1.02%	29
2022 Q2	$1M	Hold	5,303	–	–	1.01%	29
2022 Q1	$1.21M	Hold	5,303	–	–	0.93%	29
2021 Q4	$1.28M	Buy	+5,303	New	+$1.25M	0.91%	28

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Objective Capital Management's VTI Position: Q3 2026 in Review

Objective Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 5,118 shares worth $1.92M. The position accounts for 1.72% of the portfolio, ranked #12.

Objective Capital Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 939 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Objective Capital Management held 5,118 shares of Vanguard Morningstar Total Stock Market ETF worth $1.92M as of Q3 2026.
Objective Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.72% of Objective Capital Management's portfolio in Q3 2026, its #12 holding.
Objective Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
939 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.