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Belleair Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Belleair Asset 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 		$1.66M Buy
4,497
+190
+4% +$67.9K 1.4% 18
2026
Q1 		$1.38M Buy
4,307
+936
+28% +$314K 1.26% 19
2025
Q4 		$1.13M Buy
+3,371
New +$1.12M 1.08% 24

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Belleair Asset Management's VTI Position: Q2 2026 in Review

Belleair Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q2 2026, buying an estimated $67.9K and bringing the position to 4,497 shares worth $1.66M. The position accounts for 1.4% of the portfolio, ranked #18.

Belleair Asset Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,490 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Belleair Asset Management held 4,497 shares of Vanguard Morningstar Total Stock Market ETF worth $1.66M as of Q2 2026.
  • Belleair Asset Management bought 190 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $67.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.4% of Belleair Asset Management's portfolio in Q2 2026, its #18 holding.
  • Belleair Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.