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Beaird Harris Wealth Management’s Vanguard Morningstar 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

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

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

Beaird Harris Wealth Management increased its Vanguard Morningstar 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. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Beaird Harris Wealth Management held 40,744 shares of Vanguard Morningstar Total Stock Market ETF worth $15.1M as of Q2 2026.
  • Beaird Harris Wealth Management bought 906 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $324K.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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