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

Verus Capital Partners’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 		$2.56M Buy
6,910
+212
+3% +$75.8K 0.14% 106
2026
Q1 		$2.15M Sell
6,698
-338
-5% -$113K 0.15% 102
2025
Q4 		$2.36M Buy
7,036
+1,238
+21% +$412K 0.16% 96
2025
Q3 		$1.9M Buy
5,798
+25
+0.4% +$7.9K 0.15% 92
2025
Q2 		$1.75M Sell
5,773
-520
-8% -$146K 0.16% 89
2025
Q1 		$1.73M Buy
6,293
+788
+14% +$229K 0.17% 80
2024
Q4 		$1.6M Buy
5,505
+4
+0.1% +$1.17K 0.15% 90
2024
Q3 		$1.56M Buy
5,501
+352
+7% +$96K 0.15% 91
2024
Q2 		$1.38M Buy
5,149
+290
+6% +$75.1K 0.14% 100
2024
Q1 		$1.26M Buy
4,859
+863
+22% +$214K 0.14% 99
2023
Q4 		$948K Sell
3,996
-50
-1% -$11.1K 0.12% 109
2023
Q3 		$859K Buy
4,046
+793
+24% +$176K 0.12% 108
2023
Q2 		$717K Sell
3,253
-253
-7% -$52.8K 0.1% 118
2023
Q1 		$716K Buy
3,506
+84
+2% +$16.8K 0.11% 115
2022
Q4 		$654K Buy
3,422
+280
+9% +$54K 0.12% 115
2022
Q3 		$564K Sell
3,142
-510
-14% -$102K 0.11% 130
2022
Q2 		$688K Buy
3,652
+24
+0.7% +$4.93K 0.13% 116
2022
Q1 		$776K Buy
+3,628
New +$816K 0.12% 121
2020
Q1 		$232K Buy
1,803
+68
+4% +$10.5K 0.07% 165
2019
Q4 		$284K Buy
+1,735
New +$272K 0.09% 174

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

Verus Capital Partners's VTI Position: Q2 2026 in Review

Verus Capital Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, buying an estimated $75.8K and bringing the position to 6,910 shares worth $2.56M. The position accounts for 0.14% of the portfolio, ranked #106.

Verus Capital Partners first reported a position in VTI in Q4 2019 and has held it in 20 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Verus Capital Partners held 6,910 shares of Vanguard Morningstar Total Stock Market ETF worth $2.56M as of Q2 2026.
  • Verus Capital Partners bought 212 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $75.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Verus Capital Partners's portfolio in Q2 2026, its #106 holding.
  • Verus Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 20 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.