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

Benchmark Financial’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 		$223K Buy
+604
New +$216K 0.18% 51
2026
Q1 		– Sell
-602
Closed -$202K – 53
2025
Q4 		$202K Buy
+602
New +$200K 0.2% 46

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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

Benchmark Financial's VTI Position: Q2 2026 in Review

Benchmark Financial opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 604 shares worth $223K. The stake represents 0.18% of the portfolio and ranks #51 among its holdings. This is a return to the name: Benchmark Financial previously reported a position in VTI as recently as Q4 2025.

Benchmark Financial first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Benchmark Financial held 604 shares of Vanguard Morningstar Total Stock Market ETF worth $223K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Benchmark Financial position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Benchmark Financial's portfolio in Q2 2026, its #51 holding.
  • Benchmark Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.