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BOS Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BOS Asset 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
Q2 		$2.44M Sell
6,586
-310
-4% -$111K 0.57% 37
2026
Q1 		$2.21M Sell
6,896
-2,359
-25% -$791K 0.57% 37
2025
Q4 		$3.1M Sell
9,255
-91
-1% -$30.3K 0.83% 33
2025
Q3 		$3.07M Sell
9,346
-271
-3% -$85.6K 0.86% 30
2025
Q2 		$2.92M Buy
9,617
+330
+4% +$92.8K 0.93% 27
2025
Q1 		$2.55M Sell
9,287
-942
-9% -$274K 0.88% 28
2024
Q4 		$2.96M Buy
10,229
+86
+0.8% +$25.1K 1.06% 25
2024
Q3 		$2.87M Sell
10,143
-17
-0.2% -$4.64K 1.06% 22
2024
Q2 		$2.72M Sell
10,160
-511
-5% -$132K 1.25% 22
2024
Q1 		$2.77M Sell
10,671
-195
-2% -$48.2K 1.46% 20
2023
Q4 		$2.58M Buy
10,866
+1,262
+13% +$279K 1.77% 11
2023
Q3 		$2.04M Sell
9,604
-738
-7% -$163K 1.5% 14
2023
Q2 		$2.28M Sell
10,342
-440
-4% -$91.8K 1.77% 14
2023
Q1 		$2.2M Buy
10,782
+79
+0.7% +$15.8K 1.83% 14
2022
Q4 		$2.05M Buy
+10,703
New +$2.06M 1.83% 14

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

BOS Asset Management's VTI Position: Q2 2026 in Review

BOS Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.5% in Q2 2026, selling an estimated $111K and leaving 6,586 shares worth $2.44M. The position accounts for 0.57% of the portfolio, ranked #37.

BOS Asset Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.1M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BOS Asset Management held 6,586 shares of Vanguard Morningstar Total Stock Market ETF worth $2.44M as of Q2 2026.
  • BOS Asset Management sold 310 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.57% of BOS Asset Management's portfolio in Q2 2026, its #37 holding.
  • BOS Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • BOS Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.1M in Q4 2025.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.