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Bell Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bell Investment 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 		$477K Sell
1,288
-8
-0.6% -$2.86K 0.07% 91
2026
Q1 		$416K Sell
1,296
-5
-0.4% -$1.68K 0.07% 89
2025
Q4 		$436K Buy
1,301
+1
+0.1% +$333 0.07% 85
2025
Q3 		$427K Buy
1,300
+210
+19% +$66.3K 0.07% 84
2025
Q2 		$331K Sell
1,090
-276
-20% -$77.6K 0.06% 94
2025
Q1 		$376K Sell
1,366
-703
-34% -$204K 0.07% 78
2024
Q4 		$600K Buy
2,069
+621
+43% +$181K 0.11% 60
2024
Q3 		$410K Buy
1,448
+797
+122% +$217K 0.08% 74
2024
Q2 		$174K Buy
651
+489
+302% +$127K 0.03% 109
2024
Q1 		$42K Buy
162
+16
+11% +$3.96K 0.01% 232
2023
Q4 		$34.7K Hold
146
– – 0.01% 239
2023
Q3 		$30.9K Buy
146
+1
+0.7% +$221 0.01% 238
2023
Q2 		$32K Buy
145
+15
+12% +$3.13K 0.01% 223
2023
Q1 		$26.4K Buy
130
+1
+0.8% +$200 0.01% 251
2022
Q4 		$24.7K Buy
129
+14
+12% +$2.7K 0.01% 266
2022
Q3 		$21K Sell
115
-471
-80% -$93.9K 0.01% 257
2022
Q2 		$111K Buy
+586
New +$120K 0.03% 87
2021
Q4 		$35K Sell
146
-34
-19% -$8.03K 0.01% 202
2021
Q3 		$40K Buy
+180
New +$41K 0.01% 172

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bell Investment Advisors's VTI Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.62% in Q2 2026, selling an estimated $2.86K and leaving 1,288 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #91.

Bell Investment Advisors first reported a position in VTI in Q3 2021 and has held it in 19 quarters since. The position peaked at $600K in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bell Investment Advisors held 1,288 shares of Vanguard Morningstar Total Stock Market ETF worth $477K as of Q2 2026.
  • Bell Investment Advisors sold 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Bell Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $600K in Q4 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.