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

Presidio 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 		$316K Buy
854
+11
+1% +$3.93K 0.08% 60
2026
Q1 		$271K Buy
+843
New +$283K 0.08% 56
2022
Q4 		– Sell
-12,059
Closed -$2.16M – 42
2022
Q3 		$2.16M Buy
12,059
+380
+3% +$75.7K 2.32% 7
2022
Q2 		$2.2M Buy
11,679
+807
+7% +$166K 2.36% 7
2022
Q1 		$2.48M Buy
10,872
+6,841
+170% +$1.54M 2.15% 8
2021
Q4 		$973K Buy
+4,031
New +$952K 0.84% 12

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Presidio Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $3.93K and bringing the position to 854 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #60.

Presidio Capital Management first reported a position in VTI in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.48M in Q1 2022. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Presidio Capital Management held 854 shares of Vanguard Morningstar Total Stock Market ETF worth $316K as of Q2 2026.
  • Presidio Capital Management bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Presidio Capital Management's portfolio in Q2 2026, its #60 holding.
  • Presidio Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 6 quarters since.
  • Presidio Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.48M in Q1 2022.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.