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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
Q3 		$2.45M Sell
6,540
-46
-0.7% -$17.2K 0.57% 37
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

BOS Asset Management's VTI Position: Q3 2026 in Review

BOS Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.7% in Q3 2026, selling an estimated $17.2K and leaving 6,540 shares worth $2.45M. 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 16 quarters since. The position peaked at $3.1M in Q4 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • BOS Asset Management held 6,540 shares of Vanguard Morningstar Total Stock Market ETF worth $2.45M as of Q3 2026.
  • BOS Asset Management sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $17.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.57% of BOS Asset Management's portfolio in Q3 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 16 quarters since.
  • BOS Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.1M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.