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Safe Harbor Family Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Safe Harbor Family Capital’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 		$35.3M Sell
95,475
-421
-0.4% -$151K 23.61% 1
2026
Q1 		$30.8M Buy
95,896
+13,299
+16% +$4.46M 24.07% 1
2025
Q4 		$27.7M Buy
+82,597
New +$27.5M 24.33% 1

Other funds holding VTI

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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Safe Harbor Family Capital's VTI Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q2 2026, selling an estimated $151K and leaving 95,475 shares worth $35.3M. The position accounts for 23.61% of the portfolio, ranked #1.

Safe Harbor Family Capital first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Safe Harbor Family Capital held 95,475 shares of Vanguard Morningstar Total Stock Market ETF worth $35.3M as of Q2 2026.
  • Safe Harbor Family Capital sold 421 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Morningstar Total Stock Market ETF made up 23.61% of Safe Harbor Family Capital's portfolio in Q2 2026, its #1 holding.
  • Safe Harbor Family Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.