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Shelton Capital Management’s Vanguard 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
2024
Q1 		– Sell
-3,200
Closed -$759K – 770
2023
Q4 		$759K Hold
3,200
– – 0.02% 288
2023
Q3 		$680K Buy
+3,200
New +$708K 0.02% 288

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelton Capital Management's VTI Position: Q1 2026 in Review

Shelton Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 600 shares — an estimated $201K sold.

Shelton Capital Management first reported a position in VTI in Q3 2015 and held it in 12 quarters. The position peaked at $1.54M in Q4 2017. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Shelton Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 600 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $201K.
  • Shelton Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2015 and held it in 12 quarters.
  • Shelton Capital Management's Vanguard Total Stock Market ETF position peaked at $1.54M in Q4 2017.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.