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
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 $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.