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

BKM 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	$1.85M	Sell	5,003 -208	-4%	-$74.4K	0.66%	44
2026 Q1	$1.67M	Buy	5,211 +13	+0.3%	+$4.36K	0.61%	51
2025 Q4	$1.74M	Buy	5,198 +9	+0.2%	+$2.99K	0.64%	47
2025 Q3	$1.7M	Sell	5,189 -6	-0.1%	-$1.9K	0.63%	49
2025 Q2	$1.58M	Buy	5,195 +6	+0.1%	+$1.69K	0.62%	52
2025 Q1	$1.43M	Sell	5,189 -13	-0.2%	-$3.78K	0.59%	57
2024 Q4	$1.51M	Buy	5,202 +1	+0%	+$292	0.62%	51
2024 Q3	$1.47M	Sell	5,201 -5	-0.1%	-$1.36K	0.6%	53
2024 Q2	$1.39M	Sell	5,206 -11	-0.2%	-$2.85K	0.67%	46
2024 Q1	$1.36M	Sell	5,217 -1,069	-17%	-$264K	0.58%	52
2023 Q4	$1.49M	Buy	+6,286	New	+$1.39M	0.64%	44

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

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

BKM Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4% in Q2 2026, selling an estimated $74.4K and leaving 5,003 shares worth $1.85M. The position accounts for 0.66% of the portfolio, ranked #44.

BKM Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BKM Wealth Management held 5,003 shares of Vanguard Morningstar Total Stock Market ETF worth $1.85M as of Q2 2026.
BKM Wealth Management sold 208 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $74.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.66% of BKM Wealth Management's portfolio in Q2 2026, its #44 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.