RCG
VTI icon

Regatta Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Regatta Capital Group’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 		$2.4M Buy
6,497
+83
+1% +$29.7K 0.32% 56
2026
Q1 		$2.06M Buy
6,414
+19
+0.3% +$6.38K 0.31% 60
2025
Q4 		$2.14M Sell
6,395
-317
-5% -$105K 0.32% 55
2025
Q3 		$2.2M Buy
6,712
+168
+3% +$53.1K 0.35% 52
2025
Q2 		$1.99M Buy
6,544
+1,726
+36% +$485K 0.34% 53
2025
Q1 		$1.32M Buy
4,818
+485
+11% +$141K 0.26% 66
2024
Q4 		$1.26M Sell
4,333
-217
-5% -$63.3K 0.24% 69
2024
Q3 		$1.29M Buy
4,550
+28
+0.6% +$7.64K 0.25% 67
2024
Q2 		$1.21M Buy
4,522
+109
+2% +$28.2K 0.26% 63
2024
Q1 		$1.15M Buy
4,413
+3,273
+287% +$810K 0.26% 67
2023
Q4 		$270K Buy
1,140
+77
+7% +$17K 0.07% 141
2023
Q3 		$226K Buy
1,063
+139
+15% +$30.8K 0.07% 148
2023
Q2 		$203K Buy
+924
New +$193K 0.06% 162

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

Regatta Capital Group's VTI Position: Q2 2026 in Review

Regatta Capital Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $29.7K and bringing the position to 6,497 shares worth $2.4M. The position accounts for 0.32% of the portfolio, ranked #56.

Regatta Capital Group first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Regatta Capital Group held 6,497 shares of Vanguard Morningstar Total Stock Market ETF worth $2.4M as of Q2 2026.
  • Regatta Capital Group bought 83 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $29.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Regatta Capital Group's portfolio in Q2 2026, its #56 holding.
  • Regatta Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.