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

WealthBridge 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 		$5.56M Buy
15,018
+252
+2% +$90.1K 1.1% 20
2026
Q1 		$4.74M Sell
14,766
-199
-1% -$66.8K 1.09% 21
2025
Q4 		$5.02M Sell
14,965
-18
-0.1% -$5.99K 1.14% 20
2025
Q3 		$4.92M Buy
14,983
+6
+0% +$1.9K 1.15% 18
2025
Q2 		$4.55M Sell
14,977
-114
-0.8% -$32.1K 1.15% 20
2025
Q1 		$4.15M Sell
15,091
-814
-5% -$236K 1.17% 21
2024
Q4 		$4.61M Sell
15,905
-59
-0.4% -$17.2K 1.28% 18
2024
Q3 		$4.52M Sell
15,964
-157
-1% -$42.8K 1.29% 19
2024
Q2 		$4.31M Sell
16,121
-162
-1% -$41.9K 1.42% 17
2024
Q1 		$4.23M Buy
16,283
+120
+0.7% +$29.7K 1.43% 17
2023
Q4 		$3.83M Sell
16,163
-1,336
-8% -$295K 1.44% 17
2023
Q3 		$3.72M Sell
17,499
-249
-1% -$55.1K 1.53% 16
2023
Q2 		$3.91M Sell
17,748
-147
-0.8% -$30.7K 1.56% 15
2023
Q1 		$3.65M Sell
17,895
-1,228
-6% -$246K 1.46% 15
2022
Q4 		$3.66M Sell
19,123
-67
-0.3% -$12.9K 1.53% 13
2022
Q3 		$3.62M Hold
19,190
– – 1.54% 13
2022
Q2 		$3.62M Buy
19,190
+1,260
+7% +$259K 1.54% 13
2022
Q1 		$4.08M Buy
17,930
+43
+0.2% +$9.67K 1.53% 15
2021
Q4 		$4.32M Sell
17,887
-4,401
-20% -$1.04M 1.61% 16
2021
Q3 		$4.95M Sell
22,288
-1,595
-7% -$364K 1.85% 13
2021
Q2 		$5.32M Buy
23,883
+2,609
+12% +$566K 1.94% 12
2021
Q1 		$4.4M Buy
21,274
+528
+3% +$107K 1.79% 14
2020
Q4 		$4.04M Buy
20,746
+1,319
+7% +$241K 1.77% 14
2020
Q3 		$3.31M Buy
19,427
+837
+5% +$141K 1.7% 15
2020
Q2 		$2.91M Buy
18,590
+3,947
+27% +$582K 1.65% 16
2020
Q1 		$1.89M Buy
14,643
+11,971
+448% +$1.85M 1.31% 20
2019
Q4 		$437K Sell
2,672
-831
-24% -$130K 0.28% 76
2019
Q3 		$529K Buy
3,503
+1,251
+56% +$189K 0.38% 62
2019
Q2 		$287K Sell
2,252
-672
-23% -$99K 0.26% 79
2019
Q1 		$429K Buy
2,924
+672
+30% +$93.8K 0.27% 67
2018
Q4 		$287K Buy
+2,252
New +$311K 0.22% 79

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

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

WealthBridge Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $90.1K and bringing the position to 15,018 shares worth $5.56M. The position accounts for 1.1% of the portfolio, ranked #20.

WealthBridge Capital Management first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WealthBridge Capital Management held 15,018 shares of Vanguard Morningstar Total Stock Market ETF worth $5.56M as of Q2 2026.
  • WealthBridge Capital Management bought 252 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $90.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.1% of WealthBridge Capital Management's portfolio in Q2 2026, its #20 holding.
  • WealthBridge Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.