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

Steele 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 		$8.73M Sell
23,584
-8,854
-27% -$3.17M 0.32% 43
2026
Q1 		$10.4M Buy
+32,438
New +$10.9M 0.43% 38
2024
Q3 		– Sell
-6,369
Closed -$1.71M – 169
2024
Q2 		$1.71M Hold
6,369
– – 0.1% 53
2024
Q1 		$1.66M Buy
6,369
+8
+0.1% +$1.98K 0.1% 56
2023
Q4 		$1.51M Buy
+6,361
New +$1.41M 0.1% 55

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Steele Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q2 2026, selling an estimated $3.17M and leaving 23,584 shares worth $8.73M. The position accounts for 0.32% of the portfolio, ranked #43.

Steele Capital Management first reported a position in VTI in Q4 2023 and has held it in 5 quarters since. The position peaked at $10.4M in Q1 2026. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Steele Capital Management held 23,584 shares of Vanguard Morningstar Total Stock Market ETF worth $8.73M as of Q2 2026.
  • Steele Capital Management sold 8,854 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.17M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Steele Capital Management's portfolio in Q2 2026, its #43 holding.
  • Steele Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
  • Steele Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $10.4M in Q1 2026.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.