BWM
VTI icon

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

Base 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 		$1.97M Buy
5,314
+102
+2% +$36.5K 0.91% 23
2026
Q1 		$1.67M Sell
5,212
-1,017
-16% -$341K 0.94% 22
2025
Q4 		$2.09M Sell
6,229
-688
-10% -$229K 1.12% 21
2025
Q3 		$2.27M Sell
6,917
-498
-7% -$157K 1.29% 22
2025
Q2 		$2.25M Sell
7,415
-507
-6% -$143K 1.44% 19
2025
Q1 		$2.18M Buy
+7,922
New +$2.3M 1.66% 17

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Base Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, buying an estimated $36.5K and bringing the position to 5,314 shares worth $1.97M. The position accounts for 0.91% of the portfolio, ranked #23.

Base Wealth Management first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q3 2025. 3,102 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Base Wealth Management held 5,314 shares of Vanguard Morningstar Total Stock Market ETF worth $1.97M as of Q2 2026.
  • Base Wealth Management bought 102 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.91% of Base Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Base Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.27M in Q3 2025.
  • 3,102 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.