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

Bannerman Wealth Management Group’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 		$396K Buy
+1,071
New +$383K 0.23% 27

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 22.94% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bannerman Wealth Management Group's VTI Position: Q2 2026 in Review

Bannerman Wealth Management Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,071 shares worth $396K. The stake represents 0.23% of the portfolio and ranks #27 among its holdings.

2,045 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bannerman Wealth Management Group held 1,071 shares of Vanguard Morningstar Total Stock Market ETF worth $396K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Bannerman Wealth Management Group position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #27 holding.
  • 2,045 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.