Bennett Selby Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bennett Selby Investments’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	$1.16M	Hold	3,122	–	–	0.37%	38
2026 Q1	$1M	Sell	3,122 -4	-0.1%	-$1.34K	0.35%	42
2025 Q4	$1.05M	Hold	3,126	–	–	0.34%	41
2025 Q3	$1.03M	Sell	3,126 -1	-0%	-$316	0.34%	44
2025 Q2	$950K	Hold	3,127	–	–	0.34%	43
2025 Q1	$859K	Hold	3,127	–	–	0.34%	42
2024 Q4	$906K	Hold	3,127	–	–	0.36%	38
2024 Q3	$885K	Hold	3,127	–	–	0.37%	38
2024 Q2	$836K	Hold	3,127	–	–	0.38%	36
2024 Q1	$813K	Hold	3,127	–	–	0.38%	36
2023 Q4	$742K	Hold	3,127	–	–	0.38%	35
2023 Q3	$664K	Hold	3,127	–	–	0.39%	35
2023 Q2	$689K	Hold	3,127	–	–	0.4%	34
2023 Q1	$638K	Buy	3,127 +124	+4%	+$24.8K	0.42%	35
2022 Q4	$574K	Hold	3,003	–	–	0.43%	37
2022 Q3	$539K	Hold	3,003	–	–	0.43%	36
2022 Q2	$566K	Sell	3,003 -5	-0.2%	-$1.03K	0.44%	34
2022 Q1	$685K	Hold	3,008	–	–	0.41%	36
2021 Q4	$726K	Hold	3,008	–	–	0.42%	34
2021 Q3	$668K	Sell	3,008 -16	-0.5%	-$3.65K	0.44%	36
2021 Q2	$674K	Hold	3,024	–	–	0.46%	35
2021 Q1	$625K	Buy	3,024 +1	+0%	+$202	0.49%	37
2020 Q4	$589K	Buy	+3,023	New	+$553K	0.5%	38

Other funds holding VTI

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bennett Selby Investments's VTI Position: Q2 2026 in Review

Bennett Selby Investments held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,122 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #38.

Bennett Selby Investments first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 2,205 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bennett Selby Investments held 3,122 shares of Vanguard Morningstar Total Stock Market ETF worth $1.16M as of Q2 2026.
Bennett Selby Investments left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of Bennett Selby Investments's portfolio in Q2 2026, its #38 holding.
Bennett Selby Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
2,205 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.