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Bollard Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bollard Group’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 		$1.25M Buy
3,383
+9
+0.3% +$3.22K 0.04% 102
2026
Q1 		$1.08M Buy
3,374
+11
+0.3% +$3.69K 0.03% 108
2025
Q4 		$1.13M Buy
3,363
+19
+0.6% +$6.32K 0.03% 107
2025
Q3 		$1.1M Buy
3,344
+10
+0.3% +$3.16K 0.03% 110
2025
Q2 		$1.01M Sell
3,334
-296
-8% -$83.3K 0.02% 121
2025
Q1 		$998K Buy
3,630
+13
+0.4% +$3.78K 0.03% 111
2024
Q4 		$1.05M Buy
3,617
+22
+0.6% +$6.42K 0.03% 105
2024
Q3 		$1.02M Buy
3,595
+13
+0.4% +$3.55K 0.03% 119
2024
Q2 		$958K Hold
3,582
– – 0.03% 112
2024
Q1 		$931K Buy
3,582
+13
+0.4% +$3.22K 0.03% 114
2023
Q4 		$847K Buy
3,569
+15
+0.4% +$3.32K 0.03% 114
2023
Q3 		$755K Buy
3,554
+13
+0.4% +$2.88K 0.03% 114
2023
Q2 		$780K Sell
3,541
-659
-16% -$137K 0.03% 120
2023
Q1 		$857K Buy
4,200
+17
+0.4% +$3.4K 0.03% 110
2022
Q4 		$800K Buy
4,183
+20
+0.5% +$3.85K 0.03% 111
2022
Q3 		$747K Buy
4,163
+18
+0.4% +$3.59K 0.03% 113
2022
Q2 		$782K Buy
4,145
+16
+0.4% +$3.29K 0.03% 121
2022
Q1 		$940K Buy
4,129
+13
+0.3% +$2.92K 0.03% 141
2021
Q4 		$994K Buy
4,116
+15
+0.4% +$3.54K 0.03% 138
2021
Q3 		$911K Buy
4,101
+2
+0% +$456 0.03% 138
2021
Q2 		$913K Sell
4,099
-153
-4% -$33.2K 0.03% 137
2021
Q1 		$879K Buy
4,252
+950
+29% +$192K 0.03% 132
2020
Q4 		$643K Buy
+3,302
New +$604K 0.02% 139

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

Bollard Group's VTI Position: Q2 2026 in Review

Bollard Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,383 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #102.

Bollard Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bollard Group held 3,383 shares of Vanguard Morningstar Total Stock Market ETF worth $1.25M as of Q2 2026.
  • Bollard Group bought 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Bollard Group's portfolio in Q2 2026, its #102 holding.
  • Bollard Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.