Beaumont Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Beaumont Asset 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	$2.6M	Buy	7,029 +27	+0.4%	+$9.65K	1.01%	21
2026 Q1	$2.25M	Sell	7,002 -86	-1%	-$28.9K	1.01%	25
2025 Q4	$2.38M	Buy	7,088 +10	+0.1%	+$3.33K	1.19%	18
2025 Q3	$2.32M	Buy	7,078 +51	+0.7%	+$16.1K	1.17%	20
2025 Q2	$2.14M	Buy	7,027 +2,222	+46%	+$625K	1.15%	19
2025 Q1	$1.32M	Buy	4,805 +200	+4%	+$58.1K	0.8%	23
2024 Q4	$1.33M	Hold	4,605	–	–	0.77%	26
2024 Q3	$1.3M	Hold	4,605	–	–	0.76%	27
2024 Q2	$1.23M	Hold	4,605	–	–	0.79%	25
2024 Q1	$1.2M	Hold	4,605	–	–	0.8%	25
2023 Q4	$1.09M	Hold	4,605	–	–	0.77%	27
2023 Q3	$978K	Hold	4,605	–	–	0.8%	24
2023 Q2	$1.01M	Hold	4,605	–	–	0.77%	29
2023 Q1	$940K	Sell	4,605 -3,483	-43%	-$697K	0.69%	31
2022 Q4	$1.55M	Buy	8,088 +3,100	+62%	+$597K	1.13%	20
2022 Q3	$895K	Buy	4,988 +3,075	+161%	+$613K	0.71%	30
2022 Q2	$360K	Buy	1,913 +408	+27%	+$83.8K	0.27%	58
2022 Q1	$342K	Hold	1,505	–	–	0.23%	56
2021 Q4	$363K	Hold	1,505	–	–	0.24%	59
2021 Q3	$334K	Hold	1,505	–	–	0.25%	53
2021 Q2	$335K	Hold	1,505	–	–	0.26%	56
2021 Q1	$311K	Hold	1,505	–	–	0.26%	53
2020 Q4	$292K	Sell	1,505 -66	-4%	-$12.1K	0.26%	51
2020 Q3	$267K	Sell	1,571 -28	-2%	-$4.71K	0.27%	50
2020 Q2	$250K	Sell	1,599 -11,638	-88%	-$1.72M	0.26%	46
2020 Q1	$1.71M	Buy	+13,237	New	+$2.05M	2.05%	11

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Beaumont Asset Management's VTI Position: Q2 2026 in Review

Beaumont Asset Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.39% in Q2 2026, buying an estimated $9.65K and bringing the position to 7,029 shares worth $2.6M. The position accounts for 1.01% of the portfolio, ranked #21.

Beaumont Asset Management first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 1,154 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Beaumont Asset Management held 7,029 shares of Vanguard Total Stock Market ETF worth $2.6M as of Q2 2026.
Beaumont Asset Management bought 27 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $9.65K.
Vanguard Total Stock Market ETF made up 1.01% of Beaumont Asset Management's portfolio in Q2 2026, its #21 holding.
Beaumont Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
1,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.