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

BIP Wealth’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 		$141M Buy
380,548
+46,145
+14% +$16.5M 4% 4
2026
Q1 		$107M Sell
334,403
-9,668
-3% -$3.24M 4.36% 3
2025
Q4 		$115M Buy
344,071
+18,732
+6% +$6.23M 4.07% 4
2025
Q3 		$107M Buy
325,339
+16,994
+6% +$5.37M 5.27% 3
2025
Q2 		$93.7M Buy
308,345
+16,025
+5% +$4.51M 5.77% 3
2025
Q1 		$80.3M Buy
292,320
+20,137
+7% +$5.85M 5.24% 4
2024
Q4 		$78.9M Buy
272,183
+24,379
+10% +$7.11M 5.28% 4
2024
Q3 		$70.2M Buy
247,804
+36,813
+17% +$10M 4.78% 4
2024
Q2 		$56.4M Sell
210,991
-22,518
-10% -$5.83M 4.62% 4
2024
Q1 		$60.7M Buy
233,509
+7,242
+3% +$1.79M 4.44% 4
2023
Q4 		$53.7M Buy
226,267
+10,959
+5% +$2.42M 4.22% 4
2023
Q3 		$45.7M Sell
215,308
-4,983
-2% -$1.1M 4.2% 4
2023
Q2 		$48.5M Buy
220,291
+18,042
+9% +$3.76M 3.97% 5
2023
Q1 		$41.2M Buy
+202,249
New +$40.5M 4.54% 4

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

BIP Wealth's VTI Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $16.5M and bringing the position to 380,548 shares worth $141M. The position accounts for 4% of the portfolio, ranked #4.

BIP Wealth first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BIP Wealth held 380,548 shares of Vanguard Morningstar Total Stock Market ETF worth $141M as of Q2 2026.
  • BIP Wealth bought 46,145 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 4% of BIP Wealth's portfolio in Q2 2026, its #4 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.