Beaumont Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Beaumont Financial 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	$3.64M	Sell	9,845 -1,620	-14%	-$579K	0.23%	75
2026 Q1	$3.68M	Sell	11,465 -56	-0.5%	-$18.8K	0.25%	67
2025 Q4	$3.86M	Sell	11,521 -37	-0.3%	-$12.3K	0.25%	61
2025 Q3	$3.79M	Sell	11,558 -72	-0.6%	-$22.7K	0.25%	64
2025 Q2	$3.53M	Sell	11,630 -225	-2%	-$63.3K	0.26%	62
2025 Q1	$3.26M	Buy	11,855 +230	+2%	+$66.8K	0.26%	67
2024 Q4	$3.37M	Buy	11,625 +858	+8%	+$250K	0.25%	64
2024 Q3	$3.05M	Buy	10,767 +1,305	+14%	+$356K	0.24%	65
2024 Q2	$2.53M	Sell	9,462 -433	-4%	-$112K	0.2%	75
2024 Q1	$2.57M	Sell	9,895 -170	-2%	-$42.1K	0.21%	68
2023 Q4	$2.39M	Sell	10,065 -8	-0.1%	-$1.77K	0.22%	69
2023 Q3	$2.14M	Sell	10,073 -6	-0.1%	-$1.33K	0.21%	70
2023 Q2	$2.22M	Buy	10,079 +6	+0.1%	+$1.25K	0.21%	74
2023 Q1	$2.06M	Buy	10,073 +4,346	+76%	+$870K	0.21%	67
2022 Q4	$1.09M	Buy	5,727 +6	+0.1%	+$1.16K	0.11%	112
2022 Q3	$1.03M	Buy	5,721 +7	+0.1%	+$1.4K	0.1%	113
2022 Q2	$1.08M	Sell	5,714 -49,300	-90%	-$10.1M	0.1%	116
2022 Q1	$12.5M	Buy	55,014 +50,574	+1,139%	+$11.4M	0.95%	30
2021 Q4	$1.07M	Buy	4,440 +283	+7%	+$66.8K	0.08%	136
2021 Q3	$923K	Hold	4,157	–	–	0.07%	146
2021 Q2	$926K	Hold	4,157	–	–	0.07%	151
2021 Q1	$859K	Sell	4,157 -245	-6%	-$49.6K	0.07%	155
2020 Q4	$857K	Sell	4,402 -1,326	-23%	-$242K	0.08%	150
2020 Q3	$976K	Sell	5,728 -173	-3%	-$29.1K	0.09%	146
2020 Q2	$924K	Buy	5,901 +1,009	+21%	+$149K	0.1%	143
2020 Q1	$631K	Hold	4,892	–	–	0.08%	127
2019 Q4	$800K	Hold	4,892	–	–	0.08%	142
2019 Q3	$739K	Sell	4,892 -19	-0.4%	-$2.86K	0.07%	146
2019 Q2	$737K	Sell	4,911 -267	-5%	-$39.3K	0.08%	134
2019 Q1	$749K	Hold	5,178	–	–	0.08%	132
2018 Q4	$661K	Sell	5,178 -175	-3%	-$24.2K	0.11%	106
2018 Q3	$801K	Hold	5,353	–	–	0.08%	112
2018 Q2	$752K	Buy	+5,353	New	+$747K	0.08%	101

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beaumont Financial Advisors's VTI Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $579K and leaving 9,845 shares worth $3.64M. The position accounts for 0.23% of the portfolio, ranked #75.

Beaumont Financial Advisors first reported a position in VTI in Q2 2018 and has held it in 33 quarters since. The position peaked at $12.5M in Q1 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Beaumont Financial Advisors held 9,845 shares of Vanguard Morningstar Total Stock Market ETF worth $3.64M as of Q2 2026.
Beaumont Financial Advisors sold 1,620 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $579K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Beaumont Financial Advisors's portfolio in Q2 2026, its #75 holding.
Beaumont Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
Beaumont Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $12.5M in Q1 2022.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.