BFWA
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Benchmark Financial Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Benchmark Financial Wealth 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 		$28.8M Sell
77,929
-2,105
-3% -$753K 7.11% 2
2026
Q1 		$25.7M Sell
80,034
-5,327
-6% -$1.79M 7.11% 3
2025
Q4 		$28.6M Sell
85,361
-2,510
-3% -$835K 8.21% 2
2025
Q3 		$28.8M Sell
87,871
-3,246
-4% -$1.03M 8.68% 2
2025
Q2 		$27.7M Sell
91,117
-1,927
-2% -$542K 9.16% 2
2025
Q1 		$25.6M Sell
93,044
-21,136
-19% -$6.14M 9.65% 2
2024
Q4 		$33.1M Sell
114,180
-3,461
-3% -$1.01M 10.6% 2
2024
Q3 		$33.3M Sell
117,641
-1,841
-2% -$502K 11.11% 2
2024
Q2 		$32M Sell
119,482
-6,281
-5% -$1.63M 11.84% 2
2024
Q1 		$32.7M Sell
125,763
-1,382
-1% -$342K 12.49% 1
2023
Q4 		$30.2M Sell
127,145
-328
-0.3% -$72.5K 13% 1
2023
Q3 		$27.1M Buy
127,473
+1,010
+0.8% +$224K 12.73% 1
2023
Q2 		$27.9M Buy
126,463
+3,107
+3% +$648K 12.91% 1
2023
Q1 		$25.2M Sell
123,356
-8,483
-6% -$1.7M 12.94% 1
2022
Q4 		$25.2M Sell
131,839
-3,001
-2% -$578K 13.71% 1
2022
Q3 		$24.2M Buy
134,840
+6,382
+5% +$1.27M 14.24% 1
2022
Q2 		$24.2M Sell
128,458
-4,068
-3% -$836K 12.42% 1
2022
Q1 		$30.2M Buy
132,526
+1,570
+1% +$353K 12.82% 1
2021
Q4 		$31.6M Sell
130,956
-2,927
-2% -$691K 13.21% 1
2021
Q3 		$29.7M Sell
133,883
-3,509
-3% -$800K 14.13% 1
2021
Q2 		$30.6M Buy
137,392
+474
+0.3% +$103K 14.61% 1
2021
Q1 		$28.3M Sell
136,918
-11,654
-8% -$2.36M 15.44% 1
2020
Q4 		$28.9M Sell
148,572
-3,148
-2% -$575K 15.91% 1
2020
Q3 		$25.8M Sell
151,720
-345
-0.2% -$58K 16.65% 1
2020
Q2 		$23.8M Sell
152,065
-31,417
-17% -$4.63M 17.5% 1
2020
Q1 		$23.7M Sell
183,482
-8,668
-5% -$1.34M 23.81% 1
2019
Q4 		$31.4M Buy
192,150
+710
+0.4% +$111K 26.02% 1
2019
Q3 		$28.9M Buy
191,440
+1,053
+0.6% +$159K 28.34% 1
2019
Q2 		$28.6M Buy
190,387
+7,771
+4% +$1.14M 27.88% 1
2019
Q1 		$26.4M Buy
182,616
+10,386
+6% +$1.45M 27.6% 1
2018
Q4 		$22M Buy
172,230
+4,941
+3% +$682K 27.25% 1
2018
Q3 		$25M Buy
+167,289
New +$24.6M 31.12% 1

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

Benchmark Financial Wealth Advisors's VTI Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, selling an estimated $753K and leaving 77,929 shares worth $28.8M. The position accounts for 7.11% of the portfolio, ranked #2.

Benchmark Financial Wealth Advisors first reported a position in VTI in Q3 2018 and has held it in 32 quarters since. The position peaked at $33.3M in Q3 2024. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 77,929 shares of Vanguard Morningstar Total Stock Market ETF worth $28.8M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 2,105 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $753K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.11% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • Benchmark Financial Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $33.3M in Q3 2024.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.