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

Birchcreek 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 		$1.41M Buy
3,822
+5
+0.1% +$1.79K 0.55% 36
2026
Q1 		$1.22M Buy
3,817
+3
+0.1% +$1.01K 0.59% 32
2025
Q4 		$1.28M Sell
3,814
-9
-0.2% -$2.99K 0.63% 27
2025
Q3 		$1.25M Buy
3,823
+118
+3% +$37.3K 0.65% 32
2025
Q2 		$1.13M Hold
3,705
– – 0.64% 35
2025
Q1 		$1.02M Sell
3,705
-2
-0.1% -$581 0.64% 32
2024
Q4 		$1.07M Hold
3,707
– – 0.67% 32
2024
Q3 		$1.05M Sell
3,707
-125
-3% -$34.1K 0.69% 32
2024
Q2 		$1.02M Sell
3,832
-268
-7% -$69.4K 0.58% 40
2024
Q1 		$1.07M Buy
4,100
+1,593
+64% +$394K 0.56% 46
2023
Q4 		$595K Sell
2,507
-2
-0.1% -$442 0.36% 68
2023
Q3 		$533K Sell
2,509
-22
-0.9% -$4.87K 0.36% 70
2023
Q2 		$557K Sell
2,531
-242
-9% -$50.5K 0.39% 66
2023
Q1 		$566K Sell
2,773
-1
-0% -$200 0.45% 60
2022
Q4 		$530K Sell
2,774
-16
-0.6% -$3.08K 0.47% 60
2022
Q3 		$501K Sell
2,790
-2
-0.1% -$399 0.46% 58
2022
Q2 		$527K Sell
2,792
-32
-1% -$6.58K 0.47% 54
2022
Q1 		$643K Buy
2,824
+12
+0.4% +$2.7K 0.57% 45
2021
Q4 		$679K Sell
2,812
-110
-4% -$26K 0.59% 44
2021
Q3 		$649K Sell
2,922
-51
-2% -$11.6K 0.61% 46
2021
Q2 		$662K Buy
2,973
+77
+3% +$16.7K 0.64% 40
2021
Q1 		$599K Buy
2,896
+337
+13% +$68.2K 0.63% 44
2020
Q4 		$498K Buy
+2,559
New +$468K 0.49% 48

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

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

Birchcreek Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q2 2026, buying an estimated $1.79K and bringing the position to 3,822 shares worth $1.41M. The position accounts for 0.55% of the portfolio, ranked #36.

Birchcreek Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Birchcreek Wealth Management held 3,822 shares of Vanguard Morningstar Total Stock Market ETF worth $1.41M as of Q2 2026.
  • Birchcreek Wealth Management bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of Birchcreek Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.