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Bedel Financial Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bedel Financial Consulting’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 		$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% +$3.17K 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

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

Bedel Financial Consulting's VTI Position: Q2 2026 in Review

Bedel Financial Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, buying an estimated $259K and bringing the position to 18,045 shares worth $6.68M. The position accounts for 0.63% of the portfolio, ranked #23.

Bedel Financial Consulting first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bedel Financial Consulting held 18,045 shares of Vanguard Morningstar Total Stock Market ETF worth $6.68M as of Q2 2026.
  • Bedel Financial Consulting bought 724 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $259K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.63% of Bedel Financial Consulting's portfolio in Q2 2026, its #23 holding.
  • Bedel Financial Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.