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

Trifecta Capital Advisors’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	$3.22M	Hold	8,701	–	–	0.41%	51
2026 Q1	$2.79M	Sell	8,701 -62	-0.7%	-$20.8K	0.43%	49
2025 Q4	$2.94M	Sell	8,763 -445	-5%	-$148K	0.43%	50
2025 Q3	$3.02M	Sell	9,208 -25	-0.3%	-$7.9K	0.46%	51
2025 Q2	$2.81M	Buy	9,233 +377	+4%	+$106K	0.47%	48
2025 Q1	$2.43M	Hold	8,856	–	–	0.51%	47
2024 Q4	$2.57M	Buy	8,856 +2,128	+32%	+$621K	0.51%	49
2024 Q3	$1.91M	Hold	6,728	–	–	0.4%	52
2024 Q2	$1.8M	Buy	6,728 +1,580	+31%	+$409K	0.4%	51
2024 Q1	$1.34M	Sell	5,148 -135	-3%	-$33.4K	0.33%	53
2023 Q4	$1.25M	Buy	5,283 +53	+1%	+$11.7K	0.35%	53
2023 Q3	$1.11M	Hold	5,230	–	–	0.36%	53
2023 Q2	$1.15M	Sell	5,230 -44	-0.8%	-$9.18K	0.37%	52
2023 Q1	$1.08M	Hold	5,274	–	–	0.38%	55
2022 Q4	$1.01M	Buy	+5,274	New	+$1.02M	0.4%	58

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

Trifecta Capital Advisors's VTI Position: Q2 2026 in Review

Trifecta Capital Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 8,701 shares worth $3.22M. The position accounts for 0.41% of the portfolio, ranked #51.

Trifecta Capital Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Trifecta Capital Advisors held 8,701 shares of Vanguard Morningstar Total Stock Market ETF worth $3.22M as of Q2 2026.
Trifecta Capital Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.41% of Trifecta Capital Advisors's portfolio in Q2 2026, its #51 holding.
Trifecta Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.