BWM
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Benchmark Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Benchmark Wealth 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
2025
Q2 		$1.36M Sell
4,486
-100
-2% -$28.1K 0.61% 26
2025
Q1 		$1.26M Buy
4,586
+11
+0.2% +$3.2K 0.61% 26
2024
Q4 		$1.33M Buy
4,575
+169
+4% +$49.3K 0.65% 18
2024
Q3 		$1.25M Sell
4,406
-263
-6% -$71.7K 0.62% 20
2024
Q2 		$1.25M Buy
4,669
+23
+0.5% +$5.95K 0.67% 17
2024
Q1 		$1.21M Buy
4,646
+375
+9% +$92.8K 0.66% 20
2023
Q4 		$1.01M Buy
4,271
+639
+18% +$141K 0.6% 22
2023
Q3 		$772K Buy
3,632
+810
+29% +$179K 0.49% 24
2023
Q2 		$622K Hold
2,822
– – 0.38% 28
2023
Q1 		$579K Buy
2,822
+107
+4% +$21.4K 0.37% 30
2022
Q4 		$519K Buy
+2,715
New +$523K 0.37% 28

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Benchmark Wealth Management's VTI Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.2% in Q2 2025, selling an estimated $28.1K and leaving 4,486 shares worth $1.36M. The position accounts for 0.61% of the portfolio, ranked #26.

Benchmark Wealth Management first reported a position in VTI in Q4 2022 and has held it in 11 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Benchmark Wealth Management held 4,486 shares of Vanguard Total Stock Market ETF worth $1.36M as of Q2 2025.
  • Benchmark Wealth Management sold 100 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $28.1K.
  • Vanguard Total Stock Market ETF made up 0.61% of Benchmark Wealth Management's portfolio in Q2 2025, its #26 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.