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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
Q2 		$413K Buy
+1,115
New +$399K 0.26% 111

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BAM Wealth Management's VTI Position: Q2 2026 in Review

BAM Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,115 shares worth $413K. The stake represents 0.26% of the portfolio and ranks #111 among its holdings.

2,495 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BAM Wealth Management held 1,115 shares of Vanguard Morningstar Total Stock Market ETF worth $413K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new BAM Wealth Management position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of BAM Wealth Management's portfolio in Q2 2026, its #111 holding.
  • 2,495 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.