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

Proficio Capital Partners’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	$49.6M	Buy	134,037 +42,076	+46%	+$15M	1.78%	12
2026 Q1	$29.8M	Buy	91,961 +10,699	+13%	+$3.59M	1.59%	15
2025 Q4	$27.2M	Buy	81,262 +22,040	+37%	+$7.33M	1.91%	13
2025 Q3	$19.4M	Sell	59,222 -707	-1%	-$223K	1.34%	15
2025 Q2	$18.2M	Sell	59,929 -1,245	-2%	-$350K	1.13%	17
2025 Q1	$16.8M	Sell	61,174 -1,011	-2%	-$294K	1.3%	15
2024 Q4	$18M	Buy	62,185 +8,323	+15%	+$2.43M	1.46%	17
2024 Q3	$15.3M	Sell	53,862 -96,374	-64%	-$26.3M	1.52%	14
2024 Q2	$40.2M	Buy	150,236 +770	+0.5%	+$199K	4.22%	6
2024 Q1	$38.8M	Buy	149,466 +93,549	+167%	+$23.1M	4.28%	5
2023 Q4	$13.3M	Buy	55,917 +25,983	+87%	+$5.74M	1.64%	14
2023 Q3	$6.36M	Sell	29,934 -20,537	-41%	-$4.55M	0.85%	24
2023 Q2	$11.1M	Sell	50,471 -76,693	-60%	-$16M	1.51%	15
2023 Q1	$26M	Buy	127,164 +60,614	+91%	+$12.1M	4.12%	4
2022 Q4	$12.7M	Sell	66,550 -65,866	-50%	-$12.7M	2.41%	7
2022 Q3	$23.8M	Buy	132,416 +41,508	+46%	+$8.27M	4.38%	5
2022 Q2	$17.1M	Sell	90,908 -45,017	-33%	-$9.25M	3.21%	6
2022 Q1	$30.9M	Buy	135,925 +13,241	+11%	+$2.98M	4.62%	4
2021 Q4	$29.6M	Buy	122,684 +1,017	+0.8%	+$240K	4.12%	3
2021 Q3	$27M	Sell	121,667 -7,865	-6%	-$1.79M	3.55%	5
2021 Q2	$28.9M	Buy	129,532 +2,417	+2%	+$525K	3.52%	5
2021 Q1	$26.3M	Sell	127,115 -900	-0.7%	-$182K	3.4%	6
2020 Q4	$25.2M	Buy	+128,015	New	+$23.4M	3.95%	4
2019 Q3	–	Sell	-1,000	Closed	-$150K	–	1510
2019 Q2	$150K	Hold	1,000	–	–	0.05%	163
2019 Q1	$145K	Hold	1,000	–	–	0.05%	158
2018 Q4	$128K	Hold	1,000	–	–	0.06%	146
2018 Q3	$150K	Hold	1,000	–	–	0.05%	156
2018 Q2	$140K	Hold	1,000	–	–	0.06%	165
2018 Q1	$136K	Hold	1,000	–	–	0.04%	171
2017 Q4	$137K	Hold	1,000	–	–	0.04%	167
2017 Q3	$130K	Hold	1,000	–	–	0.05%	206
2017 Q2	$127K	Hold	1,000	–	–	0.05%	217
2017 Q1	$124K	Hold	1,000	–	–	0.05%	215
2016 Q4	$115K	Hold	1,000	–	–	0.05%	166
2016 Q3	$111K	Hold	1,000	–	–	0.06%	168
2016 Q2	$111K	Hold	1,000	–	–	0.07%	165
2016 Q1	$105K	Buy	+1,000	New	+$99.2K	0.09%	134

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

Proficio Capital Partners's VTI Position: Q2 2026 in Review

Proficio Capital Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 46% in Q2 2026, buying an estimated $15M and bringing the position to 134,037 shares worth $49.6M. The position accounts for 1.78% of the portfolio, ranked #12.

Proficio Capital Partners first reported a position in VTI in Q1 2016 and has held it in 37 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Proficio Capital Partners held 134,037 shares of Vanguard Morningstar Total Stock Market ETF worth $49.6M as of Q2 2026.
Proficio Capital Partners bought 42,076 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15M.
Vanguard Morningstar Total Stock Market ETF made up 1.78% of Proficio Capital Partners's portfolio in Q2 2026, its #12 holding.
Proficio Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 37 quarters since.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.