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

TFR 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 Q3	$902K	Buy	2,411 +1,507	+167%	+$565K	0.23%	87
2026 Q2	$335K	Hold	904	–	–	0.09%	131
2026 Q1	$290K	Hold	904	–	–	0.09%	137
2025 Q4	$303K	Sell	904 -235	-21%	-$78.2K	0.1%	131
2025 Q3	$374K	Buy	1,139 +235	+26%	+$74.2K	0.12%	123
2025 Q2	$275K	Sell	904 -181	-17%	-$50.9K	0.1%	143
2025 Q1	$298K	Buy	1,085 +181	+20%	+$52.6K	0.12%	123
2024 Q4	$262K	Buy	+904	New	+$264K	0.13%	91

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TFR Capital's VTI Position: Q3 2026 in Review

TFR Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 167% in Q3 2026, buying an estimated $565K and bringing the position to 2,411 shares worth $902K. The position accounts for 0.23% of the portfolio, ranked #87.

TFR Capital first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

TFR Capital held 2,411 shares of Vanguard Morningstar Total Stock Market ETF worth $902K as of Q3 2026.
TFR Capital bought 1,507 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $565K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of TFR Capital's portfolio in Q3 2026, its #87 holding.
TFR Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.