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Beaird Harris Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Beaird Harris 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 		$15.1M Buy
40,744
+906
+2% +$324K 0.94% 20
2026
Q1 		$12.8M Buy
39,838
+2,378
+6% +$798K 0.87% 20
2025
Q4 		$12.6M Buy
37,460
+321
+0.9% +$107K 0.87% 22
2025
Q3 		$12.2M Buy
37,139
+111
+0.3% +$35.1K 0.86% 23
2025
Q2 		$11.3M Buy
37,028
+13,225
+56% +$3.72M 0.87% 21
2025
Q1 		$6.54M Buy
23,803
+102
+0.4% +$29.6K 0.56% 28
2024
Q4 		$6.87M Buy
23,701
+112
+0.5% +$32.7K 0.59% 27
2024
Q3 		$6.68M Buy
23,589
+2,781
+13% +$759K 0.58% 29
2024
Q2 		$5.57M Sell
20,808
-96
-0.5% -$24.8K 0.52% 30
2024
Q1 		$5.43M Buy
20,904
+52
+0.2% +$12.9K 0.53% 30
2023
Q4 		$4.95M Buy
20,852
+133
+0.6% +$29.4K 0.52% 30
2023
Q3 		$4.4M Buy
20,719
+536
+3% +$119K 0.53% 28
2023
Q2 		$4.45M Buy
20,183
+56
+0.3% +$11.7K 0.53% 27
2023
Q1 		$4.11M Sell
20,127
-1
-0% -$200 0.74% 24
2022
Q4 		$3.85M Buy
20,128
+1,137
+6% +$219K 0.72% 25
2022
Q3 		$3.41M Buy
18,991
+7,101
+60% +$1.42M 0.75% 25
2022
Q2 		$2.24M Buy
11,890
+959
+9% +$197K 0.62% 19
2022
Q1 		$2.49M Sell
10,931
-25
-0.2% -$5.62K 0.9% 20
2021
Q4 		$2.65M Buy
+10,956
New +$2.59M 0.97% 14

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
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
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Beaird Harris Wealth Management's VTI Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $324K and bringing the position to 40,744 shares worth $15.1M. The position accounts for 0.94% of the portfolio, ranked #20.

Beaird Harris Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Beaird Harris Wealth Management held 40,744 shares of Vanguard Total Stock Market ETF worth $15.1M as of Q2 2026.
  • Beaird Harris Wealth Management bought 906 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $324K.
  • Vanguard Total Stock Market ETF made up 0.94% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.