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

BankPlus 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	$1.27M	Buy	3,445 +233	+7%	+$83.3K	0.57%	29
2026 Q1	$1.03M	Buy	3,212 +234	+8%	+$78.5K	0.53%	30
2025 Q4	$998K	Sell	2,978 -114	-4%	-$37.9K	0.55%	29
2025 Q3	$1.01M	Sell	3,092 -48	-2%	-$15.2K	0.6%	25
2025 Q2	$954K	Sell	3,140 -40	-1%	-$11.3K	0.63%	27
2025 Q1	$874K	Sell	3,180 -80	-2%	-$23.2K	0.64%	26
2024 Q4	$945K	Buy	+3,260	New	+$951K	0.7%	23

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

BankPlus Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2026, buying an estimated $83.3K and bringing the position to 3,445 shares worth $1.27M. The position accounts for 0.57% of the portfolio, ranked #29.

BankPlus Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BankPlus Wealth Management held 3,445 shares of Vanguard Morningstar Total Stock Market ETF worth $1.27M as of Q2 2026.
BankPlus Wealth Management bought 233 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $83.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.57% of BankPlus Wealth Management's portfolio in Q2 2026, its #29 holding.
BankPlus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.