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 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

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

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

Objective Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $55.1K and leaving 5,118 shares worth $1.89M. The position accounts for 1.68% of the portfolio, ranked #13.

Objective Capital Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Objective Capital Management held 5,118 shares of Vanguard Morningstar Total Stock Market ETF worth $1.89M as of Q2 2026.
Objective Capital Management sold 154 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $55.1K.
Vanguard Morningstar Total Stock Market ETF made up 1.68% of Objective Capital Management's portfolio in Q2 2026, its #13 holding.
Objective Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.