Bedell Frazier Investment Counselling’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bedell Frazier Investment Counselling’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 Q1	–	Sell	-1,174	Closed	-$394K	–	138
2025 Q4	$394K	Sell	1,174 -26	-2%	-$8.65K	0.08%	101
2025 Q3	$394K	Buy	+1,200	New	+$379K	0.08%	98
2014 Q3	–	Sell	-2,073	Closed	-$211K	–	56
2014 Q2	$211K	Sell	2,073 -100	-5%	-$9.86K	0.11%	46
2014 Q1	$212K	Sell	2,173 -1,527	-41%	-$146K	0.12%	50
2013 Q4	$355K	Sell	3,700 -606	-14%	-$55.7K	0.17%	51
2013 Q3	$377K	Buy	4,306 +306	+8%	+$26.6K	0.18%	48
2013 Q2	$350K	Buy	+4,000	New	+$332K	0.17%	51

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return

Bedell Frazier Investment Counselling's VTI Position: Q1 2026 in Review

Bedell Frazier Investment Counselling sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 1,174 shares — an estimated $394K sold.

Bedell Frazier Investment Counselling first reported a position in VTI in Q2 2013 and held it in 7 quarters. The position peaked at $394K in Q3 2025. 3,565 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Bedell Frazier Investment Counselling reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 1,174 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $394K.
Bedell Frazier Investment Counselling first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and held it in 7 quarters.
Bedell Frazier Investment Counselling's Vanguard Morningstar Total Stock Market ETF position peaked at $394K in Q3 2025.
3,565 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.