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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.79M Sell
14,935
-291
-2% -$97.6K 0.35% 49
2025
Q4
$5.1M Buy
15,226
+12
+0.1% +$3.99K 0.38% 42
2025
Q3
$4.99M Sell
15,214
-364
-2% -$115K 0.38% 43
2025
Q2
$4.73M Buy
15,578
+2,570
+20% +$723K 0.39% 41
2025
Q1
$3.58M Sell
13,008
-584
-4% -$170K 0.33% 42
2024
Q4
$3.94M Sell
13,592
-96
-0.7% -$28K 0.35% 42
2024
Q3
$3.88M Sell
13,688
-370
-3% -$101K 0.34% 40
2024
Q2
$3.76M Sell
14,058
-138
-1% -$35.7K 0.34% 42
2024
Q1
$3.69M Sell
14,196
-227
-2% -$56.2K 0.34% 41
2023
Q4
$3.42M Buy
14,423
+55
+0.4% +$12.2K 0.35% 41
2023
Q3
$3.05M Sell
14,368
-222
-2% -$49.1K 0.32% 43
2023
Q2
$3.21M Buy
14,590
+2
+0% +$417 0.33% 41
2023
Q1
$2.98M Sell
14,588
-2,420
-14% -$484K 0.32% 43
2022
Q4
$3.25M Sell
17,008
-4,103
-19% -$791K 0.37% 41
2022
Q3
$3.79M Buy
21,111
+1,452
+7% +$289K 0.45% 37
2022
Q2
$3.71M Sell
19,659
-10,515
-35% -$2.16M 0.42% 39
2022
Q1
$6.87M Buy
30,174
+503
+2% +$113K 0.69% 30
2021
Q4
$6.83M Buy
29,671
+2,188
+8% +$517K 0.7% 28
2021
Q3
$6.1M Sell
27,483
-136
-0.5% -$31K 0.99% 23
2021
Q2
$6.15M Sell
27,619
-372
-1% -$80.7K 1% 22
2021
Q1
$5.79M Sell
27,991
-19,887
-42% -$4.02M 0.69% 28
2020
Q4
$9.32M Buy
47,878
+4,564
+11% +$834K 1.15% 21
2020
Q3
$7.38M Buy
43,314
+9,181
+27% +$1.54M 1.05% 25
2020
Q2
$5.34M Buy
34,133
+4,513
+15% +$666K 0.81% 27
2020
Q1
$3.82M Sell
29,620
-21,596
-42% -$3.34M 0.71% 29
2019
Q4
$8.38M Buy
51,216
+723
+1% +$113K 1.27% 18
2019
Q3
$7.62M Sell
50,493
-1,112
-2% -$168K 1.06% 24
2019
Q2
$7.75M Buy
51,605
+14,250
+38% +$2.1M 1.09% 21
2019
Q1
$5.41M Buy
37,355
+197
+0.5% +$27.5K 0.86% 28
2018
Q4
$4.74M Sell
37,158
-570
-2% -$78.7K 0.84% 28
2018
Q3
$5.65M Sell
37,728
-7,364
-16% -$1.08M 0.91% 28
2018
Q2
$6.33M Buy
45,092
+424
+0.9% +$59.2K 1.04% 23
2018
Q1
$6.06M Sell
44,668
-9,064
-17% -$1.27M 1.05% 23
2017
Q4
$7.38M Sell
53,732
-7,738
-13% -$1.04M 1.29% 16
2017
Q3
$7.96M Buy
61,470
+16,025
+35% +$2.03M 1.54% 15
2017
Q2
$5.66M Sell
45,445
-1,844
-4% -$227K 1.16% 19
2017
Q1
$5.74M Sell
47,289
-1,947
-4% -$233K 1.24% 18
2016
Q4
$5.68M Buy
49,236
+2,952
+6% +$332K 1.27% 17
2016
Q3
$5.15M Buy
46,284
+31,807
+220% +$3.53M 1.17% 21
2016
Q2
$1.55M Buy
14,477
+388
+3% +$41.1K 0.38% 61
2016
Q1
$1.48M Sell
14,089
-5,181
-27% -$514K 0.33% 62
2015
Q4
$2.01M Buy
19,270
+1,202
+7% +$127K 0.51% 56
2015
Q3
$1.78M Buy
18,068
+1,569
+10% +$165K 0.47% 55
2015
Q2
$1.77M Buy
16,499
+844
+5% +$92.1K 0.46% 62
2015
Q1
$1.68K Sell
15,655
-369
-2% -$39.4K 0.32% 60
2014
Q4
$1.7M Buy
16,024
+3,810
+31% +$394K 0.49% 50
2014
Q3
$1.24M Buy
12,214
+79
+0.7% +$8.08K 0.41% 48
2014
Q2
$1.24M Sell
12,135
-19
-0.2% -$1.87K 0.4% 51
2014
Q1
$1.19M Sell
12,154
-137,016
-92% -$13.1M 0.4% 50
2013
Q4
$14.3M Buy
149,170
+139,099
+1,381% +$12.8M 5.39% 4
2013
Q3
$883K Sell
10,071
-144,600
-93% -$12.6M 0.39% 47
2013
Q2
$12.8M Buy
+154,671
New +$12.8M 5.9% 5

Other funds holding VTI

Vicus Capital's VTI Position: Q1 2026 in Review

Vicus Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, selling an estimated $97.6K and leaving 14,935 shares worth $4.79M. The position accounts for 0.35% of the portfolio, ranked #49.

Vicus Capital first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.3M in Q4 2013. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Vicus Capital held 14,935 shares of Vanguard Morningstar Total Stock Market ETF worth $4.79M as of Q1 2026.
  • Vicus Capital sold 291 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $97.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Vicus Capital's portfolio in Q1 2026, its #49 holding.
  • Vicus Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
  • Vicus Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $14.3M in Q4 2013.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.