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

Beam 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 		$3.76M Sell
10,149
-265
-3% -$94.8K 0.83% 29
2026
Q1 		$3.34M Sell
10,414
-659
-6% -$221K 0.83% 31
2025
Q4 		$3.71M Buy
11,073
+32
+0.3% +$10.6K 1.02% 23
2025
Q3 		$3.62M Buy
11,041
+15
+0.1% +$4.74K 0.99% 26
2025
Q2 		$3.35M Buy
11,026
+462
+4% +$130K 1% 23
2025
Q1 		$2.9M Sell
10,564
-51
-0.5% -$14.8K 0.98% 28
2024
Q4 		$3.08M Sell
10,615
-157
-1% -$45.8K 0.97% 25
2024
Q3 		$3.05M Buy
10,772
+29
+0.3% +$7.91K 0.92% 25
2024
Q2 		$2.87M Sell
10,743
-73
-0.7% -$18.9K 0.96% 23
2024
Q1 		$2.81M Sell
10,816
-1,957
-15% -$484K 1.69% 17
2023
Q4 		$3.03M Sell
12,773
-402
-3% -$88.9K 1.92% 14
2023
Q3 		$2.8M Sell
13,175
-829
-6% -$183K 1.99% 14
2023
Q2 		$3.08M Sell
14,004
-1,071
-7% -$223K 2.14% 11
2023
Q1 		$3.08M Buy
15,075
+6
+0% +$1.2K 3.09% 5
2022
Q4 		$2.88M Sell
15,069
-1,166
-7% -$225K 3% 6
2022
Q3 		$2.91M Buy
16,235
+293
+2% +$58.4K 3.24% 3
2022
Q2 		$3.01M Buy
15,942
+6,260
+65% +$1.29M 3.34% 3
2022
Q1 		$2.2M Sell
9,682
-37
-0.4% -$8.32K 2.53% 11
2021
Q4 		$2.35M Sell
9,719
-780
-7% -$184K 2.69% 9
2021
Q3 		$2.33M Buy
10,499
+655
+7% +$149K 2% 9
2021
Q2 		$2.19M Sell
9,844
-214
-2% -$46.4K 1.89% 9
2021
Q1 		$2.08M Buy
10,058
+852
+9% +$172K 1.85% 11
2020
Q4 		$1.79M Buy
9,206
+409
+5% +$74.8K 1.69% 14
2020
Q3 		$1.5M Buy
8,797
+803
+10% +$135K 1.4% 18
2020
Q2 		$1.28M Sell
7,994
-205
-3% -$30.2K 1.29% 20
2020
Q1 		$1.06M Sell
8,199
-638
-7% -$98.7K 1.05% 27
2019
Q4 		$1.45M Buy
+8,837
New +$1.38M 1.35% 15

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Beam Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $94.8K and leaving 10,149 shares worth $3.76M. The position accounts for 0.83% of the portfolio, ranked #29.

Beam Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,903 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Beam Wealth Advisors held 10,149 shares of Vanguard Morningstar Total Stock Market ETF worth $3.76M as of Q2 2026.
  • Beam Wealth Advisors sold 265 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $94.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.83% of Beam Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Beam Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,903 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.