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

Tacita 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 		$2.98M Buy
8,062
+103
+1% +$36.8K 1.62% 23
2026
Q1 		$2.55M Sell
7,959
-245
-3% -$82.2K 1.51% 24
2025
Q4 		$2.75M Hold
8,204
– – 1.59% 25
2025
Q3 		$2.69M Sell
8,204
-72
-0.9% -$22.7K 1.63% 25
2025
Q2 		$2.52M Sell
8,276
-25
-0.3% -$7.03K 1.62% 24
2025
Q1 		$2.28M Sell
8,301
-435
-5% -$126K 1.64% 24
2024
Q4 		$2.53M Hold
8,736
– – 1.81% 21
2024
Q3 		$2.47M Sell
8,736
-106
-1% -$28.9K 1.61% 24
2024
Q2 		$2.37M Sell
8,842
-3,545
-29% -$918K 1.67% 20
2024
Q1 		$3.22M Buy
12,387
+378
+3% +$93.5K 2.23% 16
2023
Q4 		$2.85M Hold
12,009
– – 2.11% 18
2023
Q3 		$2.55M Sell
12,009
-100
-0.8% -$22.1K 2% 17
2023
Q2 		$2.67M Buy
12,109
+385
+3% +$80.3K 1.96% 17
2023
Q1 		$2.39M Sell
11,724
-125
-1% -$25K 1.8% 21
2022
Q4 		$2.27M Hold
11,849
– – 1.7% 21
2022
Q3 		$2.13M Sell
11,849
-39
-0.3% -$7.77K 1.65% 23
2022
Q2 		$2.24M Buy
11,888
+170
+1% +$34.9K 1.55% 25
2022
Q1 		$2.67M Sell
11,718
-226
-2% -$50.8K 1.54% 28
2021
Q4 		$2.88M Sell
11,944
-395
-3% -$93.2K 1.64% 24
2021
Q3 		$2.74M Sell
12,339
-325
-3% -$74.1K 1.68% 23
2021
Q2 		$2.82M Sell
12,664
-478
-4% -$104K 1.7% 22
2021
Q1 		$2.72M Sell
13,142
-6,848
-34% -$1.39M 1.76% 20
2020
Q4 		$3.89M Buy
+19,990
New +$3.65M 2.56% 10

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Tacita Capital's VTI Position: Q2 2026 in Review

Tacita Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $36.8K and bringing the position to 8,062 shares worth $2.98M. The position accounts for 1.62% of the portfolio, ranked #23.

Tacita Capital first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.89M in Q4 2020. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tacita Capital held 8,062 shares of Vanguard Morningstar Total Stock Market ETF worth $2.98M as of Q2 2026.
  • Tacita Capital bought 103 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.62% of Tacita Capital's portfolio in Q2 2026, its #23 holding.
  • Tacita Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Tacita Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $3.89M in Q4 2020.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.