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

Osbon 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	$12.8M	Sell	34,464 -3,070	-8%	-$1.1M	10%	3
2026 Q1	$12M	Buy	37,534 +1,812	+5%	+$608K	9.83%	2
2025 Q4	$12M	Buy	+35,722	New	+$11.9M	11.2%	2
2019 Q2	$11.6M	Buy	+77,161	New	+$11.4M	12.32%	1

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

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

Osbon Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.2% in Q2 2026, selling an estimated $1.1M and leaving 34,464 shares worth $12.8M. The position accounts for 10% of the portfolio, ranked #3.

Osbon Capital Management first reported a position in VTI in Q2 2019 and has held it in 4 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Osbon Capital Management held 34,464 shares of Vanguard Morningstar Total Stock Market ETF worth $12.8M as of Q2 2026.
Osbon Capital Management sold 3,070 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.1M.
Vanguard Morningstar Total Stock Market ETF made up 10% of Osbon Capital Management's portfolio in Q2 2026, its #3 holding.
Osbon Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 4 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.