OCM
VTI icon

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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osbon Capital Management's VTI Position: Q1 2026 in Review

Osbon Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.1% in Q1 2026, buying an estimated $608K and bringing the position to 37,534 shares worth $12M. The position accounts for 9.83% of the portfolio, ranked #2.

Osbon Capital Management first reported a position in VTI in Q2 2019 and has held it in 3 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Osbon Capital Management held 37,534 shares of Vanguard Morningstar Total Stock Market ETF worth $12M as of Q1 2026.
  • Osbon Capital Management bought 1,812 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $608K.
  • Vanguard Morningstar Total Stock Market ETF made up 9.83% of Osbon Capital Management's portfolio in Q1 2026, its #2 holding.
  • Osbon Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 3 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.