BG
VTI icon

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
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 $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

Bollard Group's VTI Position: Q1 2026 in Review

Bollard Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.33% in Q1 2026, buying an estimated $3.69K and bringing the position to 3,374 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #108.

Bollard Group first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.13M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bollard Group held 3,374 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q1 2026.
  • Bollard Group bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.69K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Bollard Group's portfolio in Q1 2026, its #108 holding.
  • Bollard Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Bollard Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.13M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.