BAM Wealth Management
VTI icon

BAM Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BAM Wealth 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
Q3 		$869K Buy
2,322
+1,207
+108% +$452K 0.47% 52
2026
Q2 		$413K Buy
+1,115
New +$399K 0.26% 111

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

BAM Wealth Management's VTI Position: Q3 2026 in Review

BAM Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 108% in Q3 2026, buying an estimated $452K and bringing the position to 2,322 shares worth $869K. The position accounts for 0.47% of the portfolio, ranked #52.

BAM Wealth Management first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • BAM Wealth Management held 2,322 shares of Vanguard Morningstar Total Stock Market ETF worth $869K as of Q3 2026.
  • BAM Wealth Management bought 1,207 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $452K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.47% of BAM Wealth Management's portfolio in Q3 2026, its #52 holding.
  • BAM Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.