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

BCS 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 		$5.21M Sell
14,088
-468
-3% -$167K 0.94% 26
2026
Q1 		$4.67M Sell
14,556
-8,932
-38% -$3M 0.95% 32
2025
Q4 		$7.87M Buy
23,488
+11,796
+101% +$3.92M 0.8% 33
2025
Q3 		$3.84M Sell
11,692
-486
-4% -$154K 0.86% 33
2025
Q2 		$3.7M Buy
12,178
+478
+4% +$134K 0.8% 34
2025
Q1 		$3.22M Sell
11,700
-91
-0.8% -$26.4K 0.83% 34
2024
Q4 		$3.42M Buy
+11,791
New +$3.44M 0.85% 32
2024
Q2 		– Sell
-11,553
Closed -$3M – 232
2024
Q1 		$3M Buy
11,553
+148
+1% +$36.6K 0.96% 23
2023
Q4 		$2.71M Buy
11,405
+6,954
+156% +$1.54M 1% 21
2023
Q3 		$945K Buy
+4,451
New +$985K 0.39% 62
2023
Q2 		– Sell
-6,354
Closed -$1.3M – 175
2023
Q1 		$1.3M Buy
6,354
+97
+2% +$19.4K 0.59% 41
2022
Q4 		$1.2M Buy
6,257
+1,827
+41% +$352K 0.5% 53
2022
Q3 		$795K Buy
4,430
+370
+9% +$73.7K 0.37% 71
2022
Q2 		$766K Buy
4,060
+41
+1% +$8.42K 0.34% 70
2022
Q1 		$915K Sell
4,019
-240
-6% -$54K 0.38% 63
2021
Q4 		$1.03M Buy
4,259
+366
+9% +$86.4K 0.37% 63
2021
Q3 		$864K Buy
+3,893
New +$888K 0.37% 63
2021
Q2 		– Sell
-2,887
Closed -$597K – 169
2021
Q1 		$597K Buy
2,887
+34
+1% +$6.88K 0.28% 71
2020
Q4 		$555K Buy
2,853
+159
+6% +$29.1K 0.29% 71
2020
Q3 		$459K Hold
2,694
– – 0.26% 72
2020
Q2 		$422K Buy
2,694
+4
+0.1% +$590 0.25% 75
2020
Q1 		$347K Buy
2,690
+171
+7% +$26.4K 0.24% 77
2019
Q4 		$412K Buy
+2,519
New +$395K 0.27% 63

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

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

BCS Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, selling an estimated $167K and leaving 14,088 shares worth $5.21M. The position accounts for 0.94% of the portfolio, ranked #26.

BCS Wealth Management first reported a position in VTI in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.87M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BCS Wealth Management held 14,088 shares of Vanguard Morningstar Total Stock Market ETF worth $5.21M as of Q2 2026.
  • BCS Wealth Management sold 468 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.94% of BCS Wealth Management's portfolio in Q2 2026, its #26 holding.
  • BCS Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $7.87M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.