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Bernard Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bernard 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
2026
Q2 		$24.1K Sell
65
-21
-24% -$7.51K 0.01% 181
2026
Q1 		$27.7K Buy
86
+6
+8% +$2.01K 0.01% 162
2025
Q4 		$26.9K Hold
80
– – 0.01% 168
2025
Q3 		$26.3K Buy
80
+4
+5% +$1.26K 0.01% 170
2025
Q2 		$23.1K Sell
76
-232
-75% -$65.3K 0.01% 171
2025
Q1 		$84.7K Buy
308
+4
+1% +$1.16K 0.04% 91
2024
Q4 		$88.1K Buy
+304
New +$88.7K 0.04% 91

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

Bernard Wealth Management's VTI Position: Q2 2026 in Review

Bernard Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, selling an estimated $7.51K and leaving 65 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #181.

Bernard Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.1K in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bernard Wealth Management held 65 shares of Vanguard Morningstar Total Stock Market ETF worth $24.1K as of Q2 2026.
  • Bernard Wealth Management sold 21 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.51K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Bernard Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $88.1K in Q4 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.