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

Warburton 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 		$259K Hold
702
– – 0.11% 57
2026
Q1 		$235K Hold
702
– – 0.11% 58
2025
Q4 		$235K Hold
702
– – 0.13% 50
2025
Q3 		$231K Hold
702
– – 0.14% 50
2025
Q2 		$219K Buy
+702
New +$197K 0.13% 50
2025
Q1 		– Sell
-702
Closed -$203K – 53
2024
Q4 		$203K Buy
+702
New +$205K 0.15% 38

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Warburton Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 702 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #57.

Warburton Capital Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 2,124 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Warburton Capital Management held 702 shares of Vanguard Morningstar Total Stock Market ETF worth $259K as of Q2 2026.
  • Warburton Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Warburton Capital Management's portfolio in Q2 2026, its #57 holding.
  • Warburton Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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