BEI
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Benjamin Edwards Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Benjamin Edwards Inc’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 		$24.3M Sell
65,645
-125
-0.2% -$44.7K 0.22% 122
2026
Q1 		$21.1M Buy
65,770
+1,006
+2% +$338K 0.21% 129
2025
Q4 		$21.7M Sell
64,764
-3,061
-5% -$1.02M 0.24% 110
2025
Q3 		$22.3M Buy
67,825
+1,852
+3% +$585K 0.25% 109
2025
Q2 		$20.1M Buy
65,973
+3,572
+6% +$1M 0.26% 101
2025
Q1 		$17.2M Sell
62,401
-336
-0.5% -$97.6K 0.24% 108
2024
Q4 		$18.2M Sell
62,737
-2,307
-4% -$673K 0.26% 104
2024
Q3 		$18.4M Buy
+65,044
New +$17.7M 0.27% 106
2023
Q3 		– Sell
-15
Closed -$3K – 685
2023
Q2 		$3K Hold
15
– – ﹤0.01% 633
2023
Q1 		$3K Sell
15
-48
-76% -$9.61K ﹤0.01% 654
2022
Q4 		$12K Hold
63
– – ﹤0.01% 566
2022
Q3 		$11K Buy
63
+48
+320% +$9.57K ﹤0.01% 556
2022
Q2 		$3K Sell
15
-18
-55% -$3.7K ﹤0.01% 653
2022
Q1 		$8K Buy
33
+15
+83% +$3.37K ﹤0.01% 626
2021
Q4 		$4K Buy
+18
New +$4.25K ﹤0.01% 654

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

Benjamin Edwards Inc's VTI Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.19% in Q2 2026, selling an estimated $44.7K and leaving 65,645 shares worth $24.3M. The position accounts for 0.22% of the portfolio, ranked #122.

Benjamin Edwards Inc first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Benjamin Edwards Inc held 65,645 shares of Vanguard Morningstar Total Stock Market ETF worth $24.3M as of Q2 2026.
  • Benjamin Edwards Inc sold 125 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of Benjamin Edwards Inc's portfolio in Q2 2026, its #122 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.