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

Triumph 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	$1.59M	Sell	4,287 -2,643	-38%	-$945K	0.29%	79
2026 Q1	$2.22M	Buy	6,930 +45	+0.7%	+$15.1K	0.45%	46
2025 Q4	$2.31M	Buy	6,885 +262	+4%	+$87.2K	0.5%	40
2025 Q3	$2.17M	Buy	6,623 +413	+7%	+$130K	0.58%	40
2025 Q2	$1.89M	Buy	+6,210	New	+$1.75M	0.57%	37
2023 Q2	–	Sell	-1,452	Closed	-$296K	–	251
2023 Q1	$296K	Buy	+1,452	New	+$291K	0.15%	134
2022 Q1	–	Sell	-878	Closed	-$205K	–	256
2021 Q4	$205K	Buy	+878	New	+$207K	0.09%	198

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

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

Triumph Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 38% in Q2 2026, selling an estimated $945K and leaving 4,287 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #79.

Triumph Capital Management first reported a position in VTI in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Triumph Capital Management held 4,287 shares of Vanguard Morningstar Total Stock Market ETF worth $1.59M as of Q2 2026.
Triumph Capital Management sold 2,643 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $945K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Triumph Capital Management's portfolio in Q2 2026, its #79 holding.
Triumph Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 7 quarters since.
Triumph Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.31M in Q4 2025.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.