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

Washburn 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 		$36.5M Sell
98,571
-1,567
-2% -$560K 17.96% 2
2026
Q1 		$32.1M Sell
100,138
-290
-0.3% -$97.3K 18.66% 2
2025
Q4 		$33.7M Buy
100,428
+382
+0.4% +$127K 18.54% 2
2025
Q3 		$32.8M Sell
100,046
-2,698
-3% -$852K 18.34% 2
2025
Q2 		$31.2M Buy
102,744
+822
+0.8% +$231K 18.31% 2
2025
Q1 		$28M Buy
101,922
+2,707
+3% +$786K 18.42% 2
2024
Q4 		$28.8M Buy
99,215
+8,432
+9% +$2.46M 17.8% 2
2024
Q3 		$25.7M Sell
90,783
-3,196
-3% -$872K 18.42% 2
2024
Q2 		$25.1M Buy
93,979
+2,016
+2% +$522K 17.94% 2
2024
Q1 		$23.9M Sell
91,963
-322
-0.3% -$79.7K 17.67% 2
2023
Q4 		$21.9M Buy
92,285
+11,176
+14% +$2.47M 16.46% 3
2023
Q3 		$17.2M Buy
81,109
+4,499
+6% +$996K 14.55% 3
2023
Q2 		$16.9M Buy
76,610
+7,366
+11% +$1.54M 14.1% 3
2023
Q1 		$14.1M Sell
69,244
-3,155
-4% -$632K 12.18% 3
2022
Q4 		$13.8M Sell
72,399
-1,849
-2% -$356K 12.59% 3
2022
Q3 		$13.3M Sell
74,248
-2,141
-3% -$427K 12.74% 3
2022
Q2 		$14.4M Sell
76,389
-2,318
-3% -$476K 12.41% 3
2022
Q1 		$17.9M Sell
78,707
-337
-0.4% -$75.8K 11.74% 3
2021
Q4 		$19.1M Buy
79,044
+4,361
+6% +$1.03M 11.35% 3
2021
Q3 		$16.6M Buy
74,683
+4,497
+6% +$1.03M 10.84% 3
2021
Q2 		$15.6M Buy
70,186
+1,666
+2% +$362K 10.46% 3
2021
Q1 		$14.2M Buy
68,520
+3,028
+5% +$613K 9.61% 3
2020
Q4 		$12.7M Buy
65,492
+215
+0.3% +$39.3K 8.86% 4
2020
Q3 		$11.1M Buy
65,277
+3,803
+6% +$640K 8.78% 4
2020
Q2 		$9.62M Buy
61,474
+5,548
+10% +$818K 8.86% 4
2020
Q1 		$7.21M Sell
55,926
-19,182
-26% -$2.97M 9.86% 4
2019
Q4 		$12.3M Buy
+75,108
New +$11.8M 11.16% 4

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

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

Washburn Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $560K and leaving 98,571 shares worth $36.5M. The position accounts for 17.96% of the portfolio, ranked #2.

Washburn Capital Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Washburn Capital Management held 98,571 shares of Vanguard Morningstar Total Stock Market ETF worth $36.5M as of Q2 2026.
  • Washburn Capital Management sold 1,567 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $560K.
  • Vanguard Morningstar Total Stock Market ETF made up 17.96% of Washburn Capital Management's portfolio in Q2 2026, its #2 holding.
  • Washburn Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.