OCL
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OceanIQ Capital, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

OceanIQ Capital, LLC’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 		$791K Buy
+2,079
New +$743K 0.48% 34

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VAI
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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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OceanIQ Capital, LLC's VTI Position: Q2 2026 in Review

OceanIQ Capital, LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,079 shares worth $791K. The stake represents 0.48% of the portfolio and ranks #34 among its holdings.

3,433 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • OceanIQ Capital, LLC held 2,079 shares of Vanguard Morningstar Total Stock Market ETF worth $791K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new OceanIQ Capital, LLC position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.48% of OceanIQ Capital, LLC's portfolio in Q2 2026, its #34 holding.
  • 3,433 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on OceanIQ Capital, LLC's 13F filing for Q2 2026, filed 12 Aug 2026.