BDF
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Black Diamond Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Black Diamond Financial’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
Q1 		$7.73M Buy
24,082
+303
+1% +$102K 0.84% 28
2025
Q4 		$7.97M Buy
23,779
+1,793
+8% +$596K 0.84% 29
2025
Q3 		$7.22M Buy
21,986
+3,057
+16% +$966K 0.81% 29
2025
Q2 		$5.75M Sell
18,929
-1,328
-7% -$374K 0.89% 29
2025
Q1 		$5.57M Buy
20,257
+700
+4% +$203K 0.84% 31
2024
Q4 		$5.67M Buy
19,557
+1,123
+6% +$328K 0.85% 31
2024
Q3 		$5.22M Buy
18,434
+2,735
+17% +$746K 0.89% 31
2024
Q2 		$4.2M Buy
15,699
+1,735
+12% +$449K 0.81% 32
2024
Q1 		$3.31M Hold
13,964
– – 0.9% 28
2023
Q4 		$3.31M Buy
13,964
+444
+3% +$98.2K 0.9% 28
2023
Q3 		$2.87M Buy
13,520
+393
+3% +$87K 0.88% 27
2023
Q2 		$2.89M Buy
13,127
+267
+2% +$55.7K 0.86% 28
2023
Q1 		$2.62M Buy
12,860
+1,729
+16% +$346K 0.86% 29
2022
Q4 		$2.13M Buy
11,131
+117
+1% +$22.5K 0.77% 30
2022
Q3 		$1.98M Buy
11,014
+95
+0.9% +$18.9K 0.8% 28
2022
Q2 		$2.06M Buy
10,919
+238
+2% +$48.9K 0.81% 30
2022
Q1 		$2.43M Buy
10,681
+3,603
+51% +$810K 0.77% 29
2021
Q4 		$1.71M Sell
7,078
-570
-7% -$135K 0.58% 32
2021
Q3 		$1.7M Sell
7,648
-1,078
-12% -$246K 0.82% 27
2021
Q2 		$1.94M Buy
8,726
+1,415
+19% +$307K 0.76% 27
2021
Q1 		$1.51M Sell
7,311
-212
-3% -$42.9K 0.64% 29
2020
Q4 		$1.46M Buy
7,523
+3,089
+70% +$565K 0.67% 29
2020
Q3 		$755K Sell
4,434
-1,150
-21% -$193K 0.42% 34
2020
Q2 		$874K Sell
5,584
-1,882
-25% -$278K 0.57% 33
2020
Q1 		$962K Buy
7,466
+666
+10% +$103K 0.73% 32
2019
Q4 		$1.11M Buy
6,800
+2,059
+43% +$323K 0.81% 32
2019
Q3 		$716K Buy
4,741
+11
+0.2% +$1.66K 0.53% 37
2019
Q2 		$710K Sell
4,730
-281
-6% -$41.4K 0.61% 34
2019
Q1 		$725K Buy
5,011
+376
+8% +$52.5K 0.65% 34
2018
Q4 		$586K Buy
+4,635
New +$640K 0.46% 38

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Black Diamond Financial's VTI Position: Q1 2026 in Review

Black Diamond Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q1 2026, buying an estimated $102K and bringing the position to 24,082 shares worth $7.73M. The position accounts for 0.84% of the portfolio, ranked #28.

Black Diamond Financial first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.97M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Black Diamond Financial held 24,082 shares of Vanguard Morningstar Total Stock Market ETF worth $7.73M as of Q1 2026.
  • Black Diamond Financial bought 303 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $102K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Black Diamond Financial's portfolio in Q1 2026, its #28 holding.
  • Black Diamond Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Black Diamond Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $7.97M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.