BP
VTI icon

BCK Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BCK Partners’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 		$1.77M Sell
4,778
-273
-5% -$97.6K 0.85% 9
2026
Q1 		$1.62M Sell
5,051
-75
-1% -$25.2K 0.87% 9
2025
Q4 		$1.72M Buy
5,126
+861
+20% +$286K 0.93% 9
2025
Q3 		$1.4M Sell
4,265
-51
-1% -$16.1K 0.75% 9
2025
Q2 		$1.31M Sell
4,316
-153
-3% -$43K 0.77% 9
2025
Q1 		$1.23M Sell
4,469
-27
-0.6% -$7.84K 0.77% 9
2024
Q4 		$1.3M Sell
4,496
-1,283
-22% -$374K 0.8% 9
2024
Q3 		$1.64M Sell
5,779
-55
-0.9% -$15K 0.78% 9
2024
Q2 		$1.56M Sell
5,834
-679
-10% -$176K 0.81% 9
2024
Q1 		$1.69M Sell
6,513
-35
-0.5% -$8.66K 0.91% 8
2023
Q4 		$1.55M Sell
6,548
-243
-4% -$53.7K 0.88% 8
2023
Q3 		$1.44M Sell
6,791
-304
-4% -$67.3K 0.9% 8
2023
Q2 		$1.56M Sell
7,095
-1,068
-13% -$223K 0.98% 8
2023
Q1 		$1.67M Sell
8,163
-2,423
-23% -$485K 1.08% 9
2022
Q4 		$2.02M Sell
10,586
-4,382
-29% -$844K 1.37% 9
2022
Q3 		$2.69M Buy
14,968
+7,697
+106% +$1.53M 1.94% 9
2022
Q2 		$1.37M Sell
7,271
-197
-3% -$40.5K 0.96% 8
2022
Q1 		$1.7M Sell
7,468
-333
-4% -$74.9K 1.05% 8
2021
Q4 		$1.88M Sell
7,801
-434
-5% -$102K 1.13% 8
2021
Q3 		$1.83M Sell
8,235
-1,266
-13% -$289K 1.16% 8
2021
Q2 		$2.12M Sell
9,501
-1,877
-16% -$407K 1.4% 8
2021
Q1 		$2.46M Sell
11,378
-1,285
-10% -$260K 1.76% 8
2020
Q4 		$2.46M Buy
+12,663
New +$2.31M 2.15% 8

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

BCK Partners's VTI Position: Q2 2026 in Review

BCK Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, selling an estimated $97.6K and leaving 4,778 shares worth $1.77M. The position accounts for 0.85% of the portfolio, ranked #9.

BCK Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.69M in Q3 2022. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BCK Partners held 4,778 shares of Vanguard Morningstar Total Stock Market ETF worth $1.77M as of Q2 2026.
  • BCK Partners sold 273 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $97.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.85% of BCK Partners's portfolio in Q2 2026, its #9 holding.
  • BCK Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • BCK Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.69M in Q3 2022.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.