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

Richardson 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	$607K	Buy	2,003 +761	+61%	+$272K	0.26%	19
2026 Q1	$399K	Buy	1,242 +2	+0.2%	+$671	0.19%	24
2025 Q4	$416K	Sell	1,240 -5	-0.4%	-$1.66K	0.21%	19
2025 Q3	$409K	Buy	1,245 +2	+0.2%	+$632	0.19%	19
2025 Q2	$378K	Hold	1,243	–	–	0.2%	21
2025 Q1	$342K	Sell	1,243 -39	-3%	-$11.3K	0.21%	22
2024 Q4	$372K	Sell	1,282 -6	-0.5%	-$1.75K	0.24%	21
2024 Q3	$365K	Sell	1,288 -45	-3%	-$12.3K	0.25%	20
2024 Q2	$357K	Buy	1,333 +517	+63%	+$134K	0.27%	20
2024 Q1	$212K	Buy	816 +234	+40%	+$57.9K	0.17%	27
2023 Q4	$138K	Buy	+582	New	+$129K	0.13%	33

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

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

Richardson Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 61% in Q2 2026, buying an estimated $272K and bringing the position to 2,003 shares worth $607K. The position accounts for 0.26% of the portfolio, ranked #19.

Richardson Capital Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Richardson Capital Management held 2,003 shares of Vanguard Morningstar Total Stock Market ETF worth $607K as of Q2 2026.
Richardson Capital Management bought 761 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $272K.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Richardson Capital Management's portfolio in Q2 2026, its #19 holding.
Richardson Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.