Becker Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Becker Capital 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	$96.3M	Sell	260,219 -14,761	-5%	-$5.28M	2.59%	6
2026 Q1	$88.2M	Buy	274,980 +5,142	+2%	+$1.73M	2.59%	5
2025 Q4	$90.5M	Buy	269,838 +3,831	+1%	+$1.27M	2.59%	5
2025 Q3	$87.5M	Buy	266,007 +700	+0.3%	+$221K	2.56%	5
2025 Q2	$80.9M	Sell	265,307 -7,361	-3%	-$2.07M	2.52%	6
2025 Q1	$74.9M	Sell	272,668 -301	-0.1%	-$87.4K	2.47%	5
2024 Q4	$79.1M	Sell	272,969 -6,746	-2%	-$1.97M	2.58%	5
2024 Q3	$79.4M	Buy	279,715 +3,779	+1%	+$1.03M	2.58%	4
2024 Q2	$74.1M	Buy	275,936 +4,728	+2%	+$1.22M	2.54%	5
2024 Q1	$70.5M	Sell	271,208 -1,268	-0.5%	-$314K	2.42%	4
2023 Q4	$64.6M	Sell	272,476 -3,824	-1%	-$845K	2.33%	5
2023 Q3	$58.7M	Buy	276,300 +12,550	+5%	+$2.78M	2.33%	3
2023 Q2	$58.1M	Sell	263,750 -670	-0.3%	-$140K	2.2%	4
2023 Q1	$54M	Buy	+264,420	New	+$52.9M	2.13%	4

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

Becker Capital Management's VTI Position: Q2 2026 in Review

Becker Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, selling an estimated $5.28M and leaving 260,219 shares worth $96.3M. The position accounts for 2.59% of the portfolio, ranked #6.

Becker Capital Management first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Becker Capital Management held 260,219 shares of Vanguard Morningstar Total Stock Market ETF worth $96.3M as of Q2 2026.
Becker Capital Management sold 14,761 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.28M.
Vanguard Morningstar Total Stock Market ETF made up 2.59% of Becker Capital Management's portfolio in Q2 2026, its #6 holding.
Becker Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.