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

Roosevelt Capital Management 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 Q3	$370K	Buy	+990	New	+$371K	2.32%	10

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Roosevelt Capital Management LLC's VTI Position: Q3 2026 in Review

Roosevelt Capital Management LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 990 shares worth $370K. The stake represents 2.32% of the portfolio and ranks #10 among its holdings.

2,667 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Roosevelt Capital Management LLC held 990 shares of Vanguard Morningstar Total Stock Market ETF worth $370K as of Q3 2026.
Vanguard Morningstar Total Stock Market ETF was a new Roosevelt Capital Management LLC position in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 2.32% of Roosevelt Capital Management LLC's portfolio in Q3 2026, its #10 holding.
2,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Roosevelt Capital Management LLC's 13F filing for Q3 2026, filed 10 Nov 2026.