B&D White Capital Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

B&D White Capital Company’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	$32.5M	Sell	87,825 -12,824	-13%	-$4.59M	3.23%	9
2026 Q1	$32.3M	Sell	100,649 -2,005	-2%	-$673K	3.99%	6
2025 Q4	$34.4M	Sell	102,654 -14,517	-12%	-$4.83M	3.99%	7
2025 Q3	$38.5M	Buy	117,171 +21	+0%	+$6.63K	4.93%	4
2025 Q2	$35.6M	Buy	+117,150	New	+$32.9M	5.42%	3
2023 Q2	–	Sell	-1,088	Closed	-$222K	–	71
2023 Q1	$222K	Hold	1,088	–	–	0.08%	51
2022 Q4	$208K	Buy	+1,088	New	+$210K	0.05%	79
2022 Q3	–	Sell	-135,416	Closed	-$25.5M	–	67
2022 Q2	$25.5M	Buy	135,416 +15,249	+13%	+$3.13M	10.87%	3
2022 Q1	$27.4M	Buy	120,167 +117,036	+3,738%	+$26.3M	8.72%	2
2021 Q4	$756K	Sell	3,131 -13,084	-81%	-$3.09M	0.25%	38
2021 Q3	$3.6M	Sell	16,215 -91	-0.6%	-$20.8K	1.39%	26
2021 Q2	$3.63M	Buy	16,306 +121	+0.7%	+$26.3K	1.62%	15
2021 Q1	$3.24M	Buy	16,185 +2,836	+21%	+$574K	1.72%	18
2020 Q4	$2.6M	Buy	+13,349	New	+$2.44M	1.48%	17

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B&D White Capital Company's VTI Position: Q2 2026 in Review

B&D White Capital Company reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, selling an estimated $4.59M and leaving 87,825 shares worth $32.5M. The position accounts for 3.23% of the portfolio, ranked #9.

B&D White Capital Company first reported a position in VTI in Q4 2020 and has held it in 14 quarters since. The position peaked at $38.5M in Q3 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

B&D White Capital Company held 87,825 shares of Vanguard Morningstar Total Stock Market ETF worth $32.5M as of Q2 2026.
B&D White Capital Company sold 12,824 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.59M.
Vanguard Morningstar Total Stock Market ETF made up 3.23% of B&D White Capital Company's portfolio in Q2 2026, its #9 holding.
B&D White Capital Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 14 quarters since.
B&D White Capital Company's Vanguard Morningstar Total Stock Market ETF position peaked at $38.5M in Q3 2025.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.