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

BCGM 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 		$894K Buy
2,415
+1
+0% +$358 0.19% 92
2026
Q1 		$774K Sell
2,414
-168
-7% -$56.4K 0.19% 92
2025
Q4 		$866K Buy
2,582
+117
+5% +$38.9K 0.22% 84
2025
Q3 		$809K Buy
2,465
+348
+16% +$110K 0.21% 86
2025
Q2 		$643K Buy
2,117
+259
+14% +$72.8K 0.18% 92
2025
Q1 		$511K Buy
1,858
+17
+0.9% +$4.94K 0.16% 98
2024
Q4 		$534K Hold
1,841
– – 0.17% 94
2024
Q3 		$521K Sell
1,841
-3
-0.2% -$818 0.17% 95
2024
Q2 		$493K Buy
1,844
+32
+2% +$8.28K 0.17% 94
2024
Q1 		$471K Hold
1,812
– – 0.17% 93
2023
Q4 		$430K Buy
1,812
+1
+0.1% +$221 0.18% 85
2023
Q3 		$385K Sell
1,811
-40
-2% -$8.85K 0.18% 82
2023
Q2 		$408K Buy
+1,851
New +$386K 0.18% 77
2023
Q1 		– Sell
-2,120
Closed -$405K – 116
2022
Q4 		$405K Hold
2,120
– – 0.2% 72
2022
Q3 		$399K Sell
2,120
-1,112
-34% -$222K 0.2% 71
2022
Q2 		$667K Buy
3,232
+1,364
+73% +$280K 0.34% 59
2022
Q1 		$386K Buy
1,868
+31
+2% +$6.97K 0.21% 73
2021
Q4 		$444K Buy
1,837
+4
+0.2% +$944 0.24% 68
2021
Q3 		$434K Hold
1,833
– – 0.24% 69
2021
Q2 		$416K Sell
1,833
-90
-5% -$19.5K 0.25% 69
2021
Q1 		$411K Buy
1,923
+90
+5% +$18.2K 0.28% 64
2020
Q4 		$380K Buy
+1,833
New +$335K 0.27% 64

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BCGM Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, buying an estimated $358 and bringing the position to 2,415 shares worth $894K. The position accounts for 0.19% of the portfolio, ranked #92.

BCGM Wealth Management first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BCGM Wealth Management held 2,415 shares of Vanguard Morningstar Total Stock Market ETF worth $894K as of Q2 2026.
  • BCGM Wealth Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of BCGM Wealth Management's portfolio in Q2 2026, its #92 holding.
  • BCGM Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.