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

BCS Private 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
2025
Q4 		– Sell
-3,930
Closed -$1.29M – 189
2025
Q3 		$1.29M Buy
+3,930
New +$1.24M 0.46% 48

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

BCS Private Wealth Management's VTI Position: Q4 2025 in Review

BCS Private Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 3,930 shares — an estimated $1.29M sold.

BCS Private Wealth Management first reported a position in VTI in Q3 2025 and held it in 1 quarter. The position peaked at $1.29M in Q3 2025. 3,587 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • BCS Private Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • BCS Private Wealth Management sold 3,930 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $1.29M.
  • BCS Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • BCS Private Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.29M in Q3 2025.
  • 3,587 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on BCS Private Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.