OPCM
VTI icon

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

Osborne Partners 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 		$2.48M Sell
6,703
-16,510
-71% -$5.9M 0.14% 105
2026
Q1 		$7.45M Sell
23,213
-1,260
-5% -$423K 0.39% 80
2025
Q4 		$8.21M Buy
24,473
+38
+0.2% +$12.6K 0.42% 84
2025
Q3 		$8.02M Sell
24,435
-153
-0.6% -$48.3K 0.41% 85
2025
Q2 		$7.47M Buy
24,588
+3,245
+15% +$913K 0.4% 89
2025
Q1 		$5.87M Sell
21,343
-362
-2% -$105K 0.34% 94
2024
Q4 		$6.29M Buy
21,705
+269
+1% +$78.5K 0.36% 90
2024
Q3 		$6.07M Buy
21,436
+7
+0% +$1.91K 0.34% 92
2024
Q2 		$5.73M Sell
21,429
-2,081
-9% -$539K 0.34% 91
2024
Q1 		$6.11M Sell
23,510
-428
-2% -$106K 0.38% 87
2023
Q4 		$5.68M Buy
23,938
+868
+4% +$192K 0.37% 87
2023
Q3 		$4.9M Buy
23,070
+729
+3% +$161K 0.36% 87
2023
Q2 		$4.92M Buy
22,341
+2,490
+13% +$519K 0.35% 87
2023
Q1 		$4.05M Buy
19,851
+4,665
+31% +$934K 0.3% 97
2022
Q4 		$2.9M Buy
15,186
+9,971
+191% +$1.92M 0.23% 107
2022
Q3 		$936K Sell
5,215
-691
-12% -$138K 0.08% 136
2022
Q2 		$1.11M Sell
5,906
-392
-6% -$80.5K 0.09% 135
2022
Q1 		$1.43M Buy
6,298
+593
+10% +$133K 0.11% 113
2021
Q4 		$1.38M Sell
5,705
-1,577
-22% -$372K 0.1% 117
2021
Q3 		$1.62M Buy
7,282
+363
+5% +$82.8K 0.13% 106
2021
Q2 		$1.54M Buy
6,919
+889
+15% +$193K 0.13% 110
2021
Q1 		$1.25M Sell
6,030
-106
-2% -$21.4K 0.11% 116
2020
Q4 		$1.19M Sell
6,136
-180
-3% -$32.9K 0.15% 113
2020
Q3 		$1.08M Sell
6,316
-370
-6% -$62.2K 0.22% 83
2020
Q2 		$1.05M Buy
6,686
+710
+12% +$105K 0.22% 85
2020
Q1 		$770K Buy
5,976
+20
+0.3% +$3.09K 0.2% 90
2019
Q4 		$975K Sell
5,956
-1,663
-22% -$261K 0.2% 84
2019
Q3 		$1.15M Buy
7,619
+548
+8% +$82.6K 0.23% 80
2019
Q2 		$1.06M Sell
7,071
-249
-3% -$36.7K 0.2% 86
2019
Q1 		$1.06M Buy
7,320
+635
+9% +$88.6K 0.21% 80
2018
Q4 		$853K Buy
6,685
+50
+0.8% +$6.9K 0.13% 116
2018
Q3 		$993K Sell
6,635
-366
-5% -$53.9K 0.13% 112
2018
Q2 		$983K Buy
7,001
+398
+6% +$55.5K 0.13% 109
2018
Q1 		$896K Buy
6,603
+350
+6% +$49.1K 0.12% 113
2017
Q4 		$858K Buy
6,253
+776
+14% +$104K 0.11% 119
2017
Q3 		$709K Sell
5,477
-765
-12% -$96.9K 0.1% 126
2017
Q2 		$777K Buy
6,242
+81
+1% +$9.98K 0.11% 118
2017
Q1 		$747K Sell
6,161
-229
-4% -$27.4K 0.11% 121
2016
Q4 		$737K Sell
6,390
-892
-12% -$100K 0.11% 122
2016
Q3 		$811K Sell
7,282
-254
-3% -$28.2K 0.12% 118
2016
Q2 		$808K Sell
7,536
-520
-6% -$55.1K 0.12% 114
2016
Q1 		$844K Sell
8,056
-308
-4% -$30.5K 0.12% 113
2015
Q4 		$872K Sell
8,364
-90
-1% -$9.48K 0.13% 116
2015
Q3 		$835K Buy
8,454
+30
+0.4% +$3.15K 0.12% 117
2015
Q2 		$901K Buy
8,424
+2,203
+35% +$240K 0.12% 122
2015
Q1 		$667K Sell
6,221
-2,016
-24% -$215K 0.09% 128
2014
Q4 		$873K Buy
8,237
+2,087
+34% +$216K 0.11% 125
2014
Q3 		$623K Buy
6,150
+260
+4% +$26.6K 0.08% 127
2014
Q2 		$599K Buy
5,890
+1,205
+26% +$119K 0.08% 127
2014
Q1 		$457K Buy
4,685
+1,300
+38% +$124K 0.06% 144
2013
Q4 		$325K Buy
+3,385
New +$311K 0.04% 156

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Osborne Partners Capital Management's VTI Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 71% in Q2 2026, selling an estimated $5.9M and leaving 6,703 shares worth $2.48M. The position accounts for 0.14% of the portfolio, ranked #105.

Osborne Partners Capital Management first reported a position in VTI in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.21M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Osborne Partners Capital Management held 6,703 shares of Vanguard Morningstar Total Stock Market ETF worth $2.48M as of Q2 2026.
  • Osborne Partners Capital Management sold 16,510 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Osborne Partners Capital Management's portfolio in Q2 2026, its #105 holding.
  • Osborne Partners Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 51 quarters since.
  • Osborne Partners Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.21M in Q4 2025.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.