BCU Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

BCU Wealth 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	$606K	Buy	1,637 +3	+0.2%	+$1.07K	0.2%	36
2026 Q1	$524K	Hold	1,634	–	–	0.2%	35
2025 Q4	$548K	Buy	1,634 +6	+0.4%	+$2K	0.21%	34
2025 Q3	$534K	Buy	1,628 +3	+0.2%	+$948	0.22%	34
2025 Q2	$494K	Buy	1,625 +400	+33%	+$113K	0.22%	36
2025 Q1	$337K	Buy	1,225 +3	+0.2%	+$872	0.18%	36
2024 Q4	$354K	Buy	1,222 +5	+0.4%	+$1.46K	0.2%	38
2024 Q3	$345K	Buy	+1,217	New	+$332K	0.21%	37

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

PIMG

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BCU Wealth Advisors's VTI Position: Q2 2026 in Review

BCU Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,637 shares worth $606K. The position accounts for 0.2% of the portfolio, ranked #36.

BCU Wealth Advisors first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BCU Wealth Advisors held 1,637 shares of Vanguard Total Stock Market ETF worth $606K as of Q2 2026.
BCU Wealth Advisors bought 3 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Total Stock Market ETF made up 0.2% of BCU Wealth Advisors's portfolio in Q2 2026, its #36 holding.
BCU Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.