Bernardo Wealth Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bernardo Wealth Planning’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	$1.83M	Sell	4,945 -285	-5%	-$102K	0.31%	40
2026 Q1	$1.68M	Buy	5,230 +132	+3%	+$44.3K	0.33%	39
2025 Q4	$1.71M	Sell	5,098 -13	-0.3%	-$4.33K	0.33%	41
2025 Q3	$1.68M	Buy	5,111 +312	+7%	+$98.6K	0.33%	39
2025 Q2	$1.46M	Buy	4,799 +487	+11%	+$137K	0.32%	37
2025 Q1	$1.19M	Buy	4,312 +10	+0.2%	+$2.9K	0.28%	39
2024 Q4	$1.24M	Buy	4,302 +125	+3%	+$36.5K	0.3%	40
2024 Q3	$1.2M	Buy	4,177 +116	+3%	+$31.6K	0.29%	39
2024 Q2	$1.09M	Hold	4,061	–	–	0.29%	39
2024 Q1	$1.06M	Buy	4,061 +1	+0%	+$247	0.29%	42
2023 Q4	$963K	Buy	4,060 +168	+4%	+$37.1K	0.3%	42
2023 Q3	$827K	Sell	3,892 -37	-0.9%	-$8.19K	0.33%	37
2023 Q2	$866K	Buy	3,929 +1	+0%	+$209	0.34%	36
2023 Q1	$802K	Buy	3,928 +4	+0.1%	+$801	0.34%	38
2022 Q4	$750K	Sell	3,924 -1,102	-22%	-$212K	0.35%	39
2022 Q3	$942K	Sell	5,026 -399	-7%	-$79.5K	0.53%	31
2022 Q2	$1.02M	Buy	5,425 +1,531	+39%	+$315K	0.58%	30
2022 Q1	$886K	Sell	3,894 -49	-1%	-$11K	0.44%	34
2021 Q4	$952K	Buy	3,943 +181	+5%	+$42.7K	0.47%	33
2021 Q3	$835K	Buy	3,762 +1	+0%	+$228	0.49%	35
2021 Q2	$838K	Sell	3,761 -521	-12%	-$113K	0.5%	35
2021 Q1	$885K	Sell	4,282 -31	-0.7%	-$6.27K	0.56%	31
2020 Q4	$839K	Sell	4,313 -174	-4%	-$31.8K	0.32%	67
2020 Q3	$764K	Buy	4,487 +695	+18%	+$117K	0.34%	60
2020 Q2	$593K	Hold	3,792	–	–	0.32%	62
2020 Q1	$488K	Sell	3,792 -144	-4%	-$22.3K	0.34%	73
2019 Q4	$644K	Buy	3,936 +392	+11%	+$61.4K	0.39%	60
2019 Q3	$535K	Sell	3,544 -7	-0.2%	-$1.05K	0.39%	58
2019 Q2	$533K	Hold	3,551	–	–	0.42%	60
2019 Q1	$514K	Buy	3,551 +14	+0.4%	+$1.95K	0.41%	61
2018 Q4	$451K	Buy	+3,537	New	+$488K	0.4%	61

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bernardo Wealth Planning's VTI Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, selling an estimated $102K and leaving 4,945 shares worth $1.83M. The position accounts for 0.31% of the portfolio, ranked #40.

Bernardo Wealth Planning first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bernardo Wealth Planning held 4,945 shares of Vanguard Morningstar Total Stock Market ETF worth $1.83M as of Q2 2026.
Bernardo Wealth Planning sold 285 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $102K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Bernardo Wealth Planning's portfolio in Q2 2026, its #40 holding.
Bernardo Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.