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

Shelton 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	$222K	Buy	+600	New	+$215K	﹤0.01%	667
2026 Q1	–	Sell	-600	Closed	-$201K	–	792
2025 Q4	$201K	Buy	+600	New	+$200K	﹤0.01%	675
2018 Q2	–	Sell	-9,000	Closed	-$1.22M	–	887
2018 Q1	$1.22M	Sell	9,000 -2,200	-20%	-$308K	0.08%	208
2017 Q4	$1.54M	Sell	11,200 -340	-3%	-$45.5K	0.1%	177
2017 Q3	$1.5M	Hold	11,540	–	–	0.1%	187
2017 Q2	$1.44M	Buy	11,540 +200	+2%	+$24.6K	0.1%	183
2017 Q1	$1.38M	Hold	11,340	–	–	0.1%	187
2016 Q4	$1.31M	Sell	11,340 -463	-4%	-$52.1K	0.1%	195
2016 Q3	$1.31M	Buy	11,803 +463	+4%	+$51.3K	0.11%	175
2016 Q2	$1.22M	Sell	11,340 -1,368	-11%	-$145K	0.11%	175
2016 Q1	$1.33M	Hold	12,708	–	–	0.12%	164
2015 Q4	$1.32M	Hold	12,708	–	–	0.13%	152
2015 Q3	$1.25M	Buy	+12,708	New	+$1.33M	0.14%	146

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

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

Shelton Capital Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 600 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in VTI as recently as Q4 2025.

Shelton Capital Management first reported a position in VTI in Q3 2015 and has held it in 13 quarters since. The position peaked at $1.54M in Q4 2017. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shelton Capital Management held 600 shares of Vanguard Morningstar Total Stock Market ETF worth $222K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Shelton Capital Management position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #667 holding.
Shelton Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 13 quarters since.
Shelton Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.54M in Q4 2017.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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