BTI
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Blue Trust Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Blue Trust Inc’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 		$10.8M Buy
29,266
+1,651
+6% +$590K 0.11% 59
2026
Q1 		$8.86M Buy
27,615
+1,172
+4% +$393K 0.1% 61
2025
Q4 		$8.87M Buy
26,443
+966
+4% +$321K 0.1% 65
2025
Q3 		$8.36M Buy
25,477
+571
+2% +$180K 0.09% 70
2025
Q2 		$7.57M Buy
24,906
+634
+3% +$178K 0.09% 73
2025
Q1 		$6.67M Buy
24,272
+912
+4% +$265K 0.09% 76
2024
Q4 		$6.77M Buy
23,360
+9,198
+65% +$2.68M 0.09% 74
2024
Q3 		$3.79M Buy
14,162
+1,655
+13% +$451K 0.05% 100
2024
Q2 		$3.25M Hold
12,507
– – 0.04% 91
2024
Q1 		$3.25M Sell
12,507
-126
-1% -$31.2K 0.05% 76
2023
Q4 		$2.68M Sell
12,633
-435
-3% -$96.2K 0.04% 85
2023
Q3 		$2.88M Sell
13,068
-9,054
-41% -$2M 0.04% 87
2023
Q2 		$4.51M Buy
22,122
+8,222
+59% +$1.71M 0.07% 65
2023
Q1 		$2.66M Buy
13,900
+743
+6% +$149K 0.04% 105
2022
Q4 		$2.36M Buy
13,157
+1,894
+17% +$365K 0.04% 104
2022
Q3 		$2.12M Buy
11,263
+966
+9% +$193K 0.04% 94
2022
Q2 		$2.34M Buy
+10,297
New +$2.12M 0.04% 88

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

Blue Trust Inc's VTI Position: Q2 2026 in Review

Blue Trust Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, buying an estimated $590K and bringing the position to 29,266 shares worth $10.8M. The position accounts for 0.11% of the portfolio, ranked #59.

Blue Trust Inc first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Blue Trust Inc held 29,266 shares of Vanguard Morningstar Total Stock Market ETF worth $10.8M as of Q2 2026.
  • Blue Trust Inc bought 1,651 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $590K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Blue Trust Inc's portfolio in Q2 2026, its #59 holding.
  • Blue Trust Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.