Bedel Financial Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $6.9M | Buy |
18,446
+401
| +2% | +$150K | 0.65% | 24 |
|
|
2026
Q2 | $6.68M | Buy |
18,045
+724
| +4% | +$259K | 0.63% | 23 |
|
|
2026
Q1 | $5.56M | Buy |
17,321
+28
| +0.2% | +$9.39K | 0.63% | 23 |
|
|
2025
Q4 | $5.8M | Buy |
17,293
+6,963
| +67% | +$2.32M | 0.62% | 23 |
|
|
2025
Q3 | $3.39M | Sell |
10,330
-294
| -3% | -$92.9K | 0.43% | 34 |
|
|
2025
Q2 | $3.23M | Buy |
10,624
+361
| +4% | +$102K | 0.44% | 31 |
|
|
2025
Q1 | $2.82M | Sell |
10,263
-1,013
| -9% | -$294K | 0.4% | 29 |
|
|
2024
Q4 | $3.38M | Sell |
11,276
-592
| -5% | -$173K | 0.47% | 27 |
|
|
2024
Q3 | $3.36M | Buy |
11,868
+444
| +4% | +$121K | 0.47% | 25 |
|
|
2024
Q2 | $3.06M | Buy |
11,424
+84
| +0.7% | +$21.7K | 0.45% | 25 |
|
|
2024
Q1 | $2.95M | Buy |
11,340
+228
| +2% | +$56.4K | 0.46% | 24 |
|
|
2023
Q4 | $2.64M | Buy |
11,112
+1,670
| +18% | +$369K | 0.48% | 25 |
|
|
2023
Q3 | $2.01M | Buy |
9,442
+176
| +2% | +$39K | 0.41% | 30 |
|
|
2023
Q2 | $2.04M | Buy |
9,266
+105
| +1% | +$21.9K | 0.43% | 29 |
|
|
2023
Q1 | $1.87M | Sell |
9,161
-118
| -1% | -$23.6K | 0.46% | 29 |
|
|
2022
Q4 | $1.77M | Buy |
9,279
+61
| +0.7% | +$11.8K | 0.44% | 29 |
|
|
2022
Q3 | $1.76M | Buy |
9,218
+129
| +1% | +$25.7K | 0.47% | 26 |
|
|
2022
Q2 | $1.71M | Buy |
9,089
+264
| +3% | +$54.2K | 0.5% | 23 |
|
|
2022
Q1 | $2.01M | Buy |
8,825
+1,610
| +22% | +$362K | 0.63% | 16 |
|
|
2021
Q4 | $1.74M | Buy |
7,215
+399
| +6% | +$94.2K | 0.54% | 21 |
|
|
2021
Q3 | $1.51M | Buy |
6,816
+176
| +3% | +$40.1K | 0.52% | 23 |
|
|
2021
Q2 | $1.48M | Buy |
6,640
+845
| +15% | +$183K | 0.51% | 26 |
|
|
2021
Q1 | $1.2M | Buy |
5,795
+1
| +0% | +$202 | 0.46% | 28 |
|
|
2020
Q4 | $1.13M | Buy |
5,794
+165
| +3% | +$30.2K | 0.5% | 26 |
|
|
2020
Q3 | $959K | Buy |
5,629
+217
| +4% | +$36.5K | 0.48% | 29 |
|
|
2020
Q2 | $847K | Buy |
5,412
+13
| +0.2% | +$1.92K | 0.46% | 30 |
|
|
2020
Q1 | $696K | Hold |
5,399
| – | – | 0.46% | 30 |
|
|
2019
Q4 | $883K | Buy |
5,399
+26
| +0.5% | +$4.07K | 0.5% | 26 |
|
|
2019
Q3 | $811K | Buy |
5,373
+21
| +0.4% | +$3.16K | 0.49% | 33 |
|
|
2019
Q2 | $803K | Sell |
5,352
-20
| -0.4% | -$2.94K | 0.49% | 35 |
|
|
2019
Q1 | $777K | Sell |
5,372
-17
| -0.3% | -$2.37K | 0.5% | 32 |
|
|
2018
Q4 | $688K | Buy |
5,389
+26
| +0.5% | +$3.59K | 0.5% | 32 |
|
|
2018
Q3 | $771K | Sell |
5,363
-786
| -13% | -$116K | 0.51% | 32 |
|
|
2018
Q2 | $864K | Sell |
6,149
-1,481
| -19% | -$207K | 0.64% | 28 |
|
|
2018
Q1 | $1.04M | Buy |
7,630
+25
| +0.3% | +$3.5K | 0.79% | 24 |
|
|
2017
Q4 | $1.04M | Buy |
+7,605
| New | +$1.02M | 0.94% | 20 |
|
Other funds holding VTI
Bedel Financial Consulting's VTI Position: Q3 2026 in Review
Bedel Financial Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q3 2026, buying an estimated $150K and bringing the position to 18,446 shares worth $6.9M. The position accounts for 0.65% of the portfolio, ranked #24.
Bedel Financial Consulting first reported a position in VTI in Q4 2017 and has held it in 36 quarters since. 2,464 funds tracked by Wall St. Rank hold VTI as of Q3 2026.
- Bedel Financial Consulting held 18,446 shares of Vanguard Morningstar Total Stock Market ETF worth $6.9M as of Q3 2026.
- Bedel Financial Consulting bought 401 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $150K.
- Vanguard Morningstar Total Stock Market ETF made up 0.65% of Bedel Financial Consulting's portfolio in Q3 2026, its #24 holding.
- Bedel Financial Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 36 quarters since.
- 2,464 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.
Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.