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Berkeley Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Berkeley 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 		$1.62M Sell
4,373
-144
-3% -$51.5K 0.51% 38
2026
Q1 		$1.45M Buy
4,517
+335
+8% +$112K 0.49% 39
2025
Q4 		$1.4M Sell
4,182
-138
-3% -$45.9K 0.45% 41
2025
Q3 		$1.42M Buy
4,320
+5
+0.1% +$1.58K 0.46% 37
2025
Q2 		$1.31M Sell
4,315
-96
-2% -$27K 0.47% 40
2025
Q1 		$1.21M Sell
4,411
-189
-4% -$54.9K 0.57% 35
2024
Q4 		$1.33M Sell
4,600
-4,636
-50% -$1.35M 0.69% 32
2024
Q3 		$2.62M Buy
9,236
+4,475
+94% +$1.22M 0.76% 29
2024
Q2 		$1.27M Buy
4,761
+1,121
+31% +$290K 0.79% 28
2024
Q1 		$946K Buy
3,640
+161
+5% +$39.8K 0.57% 36
2023
Q4 		$825K Sell
3,479
-153
-4% -$33.8K 0.52% 39
2023
Q3 		$772K Buy
3,632
+6
+0.2% +$1.33K 0.53% 43
2023
Q2 		$799K Buy
3,626
+266
+8% +$55.5K 0.54% 42
2023
Q1 		$686K Buy
3,360
+927
+38% +$186K 0.5% 46
2022
Q4 		$465K Sell
2,433
-52
-2% -$10K 0.35% 54
2022
Q3 		$446K Sell
2,485
-86
-3% -$17.1K 0.38% 55
2022
Q2 		$485K Sell
2,571
-150
-6% -$30.8K 0.39% 54
2022
Q1 		$619K Buy
2,721
+88
+3% +$19.8K 0.43% 53
2021
Q4 		$636K Sell
2,633
-290
-10% -$68.5K 0.42% 53
2021
Q3 		$649K Buy
2,923
+293
+11% +$66.8K 0.48% 50
2021
Q2 		$586K Buy
2,630
+6
+0.2% +$1.3K 0.42% 50
2021
Q1 		$542K Sell
2,624
-157
-6% -$31.8K 0.4% 51
2020
Q4 		$541K Buy
+2,781
New +$508K 0.44% 50

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

Berkeley Inc's VTI Position: Q2 2026 in Review

Berkeley Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, selling an estimated $51.5K and leaving 4,373 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #38.

Berkeley Inc first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.62M in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Berkeley Inc held 4,373 shares of Vanguard Morningstar Total Stock Market ETF worth $1.62M as of Q2 2026.
  • Berkeley Inc sold 144 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $51.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.51% of Berkeley Inc's portfolio in Q2 2026, its #38 holding.
  • Berkeley Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $2.62M in Q3 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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