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BCM Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BCM Advisors’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 		$42M Buy
115,200
+131
+0.1% +$46.8K 8.18% 4
2026
Q1 		$40.7M Sell
115,069
-13,206
-10% -$4.43M 8.04% 4
2025
Q4 		$43.7M Buy
128,275
+3,201
+3% +$1.06M 8.37% 4
2025
Q3 		$42.3M Buy
125,074
+1,481
+1% +$468K 8.51% 4
2025
Q2 		$38.6M Buy
123,593
+2,070
+2% +$582K 8.23% 4
2025
Q1 		$33.9M Buy
121,523
+193
+0.2% +$56.1K 7.68% 5
2024
Q4 		$36.4M Buy
121,330
+2,251
+2% +$657K 8.13% 4
2024
Q3 		$33.5M Sell
119,079
-4,718
-4% -$1.29M 7.7% 4
2024
Q2 		$33.2M Buy
123,797
+1,988
+2% +$515K 7.88% 4
2024
Q1 		$30.5M Buy
121,809
+11,910
+11% +$2.95M 7.73% 4
2023
Q4 		$26.8M Buy
109,899
+2,606
+2% +$576K 7.04% 6
2023
Q3 		$23.2M Buy
107,293
+5,718
+6% +$1.27M 6.87% 6
2023
Q2 		$22.8M Sell
101,575
-394
-0.4% -$82.2K 6.1% 7
2023
Q1 		$21M Sell
101,969
-849
-0.8% -$170K 5.69% 7
2022
Q4 		$20.2M Sell
102,818
-4,596
-4% -$886K 5.59% 7
2022
Q3 		$21M Sell
107,414
-192,026
-64% -$38.3M 6.17% 7
2022
Q2 		$59.3M Sell
299,440
-272,789
-48% -$56M 16.33% 1
2022
Q1 		$123M Buy
572,229
+846
+0.1% +$190K 32.69% 1
2021
Q4 		$130M Buy
571,383
+2,693
+0.5% +$636K 33.35% 1
2021
Q3 		$132M Buy
568,690
+12,059
+2% +$2.75M 35.16% 1
2021
Q2 		$122M Buy
556,631
+13,414
+2% +$2.91M 33.05% 1
2021
Q1 		$118M Buy
543,217
+277,648
+105% +$56.2M 35.64% 1
2020
Q4 		$51.7M Buy
265,569
+27,140
+11% +$4.96M 16.98% 1
2020
Q3 		$39.9M Buy
238,429
+228,214
+2,234% +$38.4M 14.7% 3
2020
Q2 		$1.6M Buy
10,215
+85
+0.8% +$12.5K 0.67% 20
2020
Q1 		$1.31M Sell
10,130
-9,728
-49% -$1.5M 0.63% 21
2019
Q4 		$3.25M Sell
19,858
-1,708
-8% -$268K 1.18% 20
2019
Q3 		$3.26M Buy
21,566
+1,113
+5% +$168K 1.4% 20
2019
Q2 		$3.07M Buy
20,453
+437
+2% +$64.4K 1.4% 20
2019
Q1 		$2.9M Buy
20,016
+3,198
+19% +$446K 1.37% 20
2018
Q4 		$2.15M Buy
16,818
+697
+4% +$96.2K 1.09% 21
2018
Q3 		$2.41M Buy
16,121
+1,409
+10% +$207K 1.26% 22
2018
Q2 		$2.07M Buy
14,712
+1,397
+10% +$195K 1.14% 21
2018
Q1 		$1.81M Buy
13,315
+1,852
+16% +$260K 1.07% 21
2017
Q4 		$1.57M Buy
11,463
+741
+7% +$99.2K 0.91% 21
2017
Q3 		$1.39M Buy
10,722
+752
+8% +$95.2K 0.85% 21
2017
Q2 		$1.24M Buy
+9,970
New +$1.23M 0.78% 21
2017
Q1 		– Sell
-9,970
Closed -$1.15M – 92
2016
Q4 		$1.15M Buy
+9,970
New +$1.12M 0.76% 23

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

BCM Advisors's VTI Position: Q2 2026 in Review

BCM Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q2 2026, buying an estimated $46.8K and bringing the position to 115,200 shares worth $42M. The position accounts for 8.18% of the portfolio, ranked #4.

BCM Advisors first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. The position peaked at $132M in Q3 2021. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BCM Advisors held 115,200 shares of Vanguard Morningstar Total Stock Market ETF worth $42M as of Q2 2026.
  • BCM Advisors bought 131 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $46.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 8.18% of BCM Advisors's portfolio in Q2 2026, its #4 holding.
  • BCM Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
  • BCM Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $132M in Q3 2021.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.