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 Q3	$1.95M	Buy	5,212 +209	+4%	+$78.3K	0.63%	46
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

BKM Wealth Management's VTI Position: Q3 2026 in Review

BKM Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q3 2026, buying an estimated $78.3K and bringing the position to 5,212 shares worth $1.95M. The position accounts for 0.63% of the portfolio, ranked #46.

BKM Wealth Management first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

BKM Wealth Management held 5,212 shares of Vanguard Morningstar Total Stock Market ETF worth $1.95M as of Q3 2026.
BKM Wealth Management bought 209 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $78.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.63% of BKM Wealth Management's portfolio in Q3 2026, its #46 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.