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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

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

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. 3,697 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.
  • 3,697 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.