Boston Research & Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Boston Research & 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	$4.58M	Hold	12,380	–	–	1.01%	45
2026 Q1	$3.97M	Hold	12,380	–	–	0.94%	50
2025 Q4	$4.15M	Hold	12,380	–	–	0.96%	46
2025 Q3	$4.06M	Hold	12,380	–	–	0.9%	48
2025 Q2	$3.76M	Hold	12,380	–	–	0.9%	49
2025 Q1	$3.4M	Hold	12,380	–	–	0.84%	53
2024 Q4	$3.59M	Hold	12,380	–	–	0.88%	49
2024 Q3	$3.5M	Hold	12,380	–	–	0.82%	54
2024 Q2	$3.31M	Hold	12,380	–	–	0.84%	54
2024 Q1	$3.22M	Hold	12,380	–	–	0.8%	55
2023 Q4	$2.94M	Hold	12,380	–	–	0.78%	55
2023 Q3	$2.63M	Hold	12,380	–	–	0.78%	55
2023 Q2	$2.73M	Sell	12,380 -79	-0.6%	-$16.5K	0.77%	54
2023 Q1	$2.54M	Buy	12,459 +79	+0.6%	+$15.8K	0.76%	53
2022 Q4	$2.37M	Hold	12,380	–	–	0.73%	54
2022 Q3	$2.22M	Sell	12,380 -22	-0.2%	-$4.38K	0.76%	52
2022 Q2	$2.34M	Buy	12,402 +22	+0.2%	+$4.52K	0.76%	52
2022 Q1	$2.82M	Hold	12,380	–	–	0.82%	51
2021 Q4	$2.99M	Hold	12,380	–	–	0.82%	48
2021 Q3	$2.75M	Hold	12,380	–	–	0.82%	50
2021 Q2	$2.76M	Hold	12,380	–	–	0.84%	49
2021 Q1	$2.56M	Hold	12,380	–	–	0.82%	49
2020 Q4	$2.41M	Hold	12,380	–	–	0.84%	46
2020 Q3	$2.11M	Hold	12,380	–	–	0.82%	45
2020 Q2	$1.94M	Hold	12,380	–	–	0.8%	49
2020 Q1	$1.59M	Hold	12,380	–	–	0.8%	47
2019 Q4	$2.02M	Hold	12,380	–	–	0.76%	48
2019 Q3	$1.87M	Hold	12,380	–	–	0.74%	49
2019 Q2	$1.86M	Hold	12,380	–	–	0.75%	51
2019 Q1	$1.79M	Hold	12,380	–	–	0.75%	51
2018 Q4	$1.58M	Hold	12,380	–	–	0.75%	50
2018 Q3	$1.85M	Hold	12,380	–	–	0.85%	49
2018 Q2	$1.74M	Hold	12,380	–	–	0.86%	50
2018 Q1	$1.68M	Hold	12,380	–	–	0.86%	50
2017 Q4	$1.7M	Hold	12,380	–	–	0.85%	49
2017 Q3	$1.6M	Hold	12,380	–	–	0.82%	49
2017 Q2	$1.54M	Hold	12,380	–	–	0.83%	49
2017 Q1	$1.5M	Hold	12,380	–	–	0.82%	53
2016 Q4	$1.43M	Hold	12,380	–	–	0.81%	52
2016 Q3	$1.38M	Buy	12,380 +700	+6%	+$77.6K	0.8%	51
2016 Q2	$1.25M	Hold	11,680	–	–	0.76%	53
2016 Q1	$1.22M	Hold	11,680	–	–	0.76%	54
2015 Q4	$1.22M	Hold	11,680	–	–	0.76%	53
2015 Q3	$1.15M	Hold	11,680	–	–	0.76%	56
2015 Q2	$1.25M	Hold	11,680	–	–	0.79%	51
2015 Q1	$1.25M	Hold	11,680	–	–	0.79%	51
2014 Q4	$1.24M	Hold	11,680	–	–	0.78%	52
2014 Q3	$1.18M	Hold	11,680	–	–	0.79%	55
2014 Q2	$1.19M	Hold	11,680	–	–	0.82%	53
2014 Q1	$1.14M	Hold	11,680	–	–	0.84%	51
2013 Q4	$1.12M	Hold	11,680	–	–	0.86%	50
2013 Q3	$1.02M	Hold	11,680	–	–	0.86%	50
2013 Q2	$965K	Buy	+11,680	New	+$969K	0.86%	50

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Research & Management's VTI Position: Q2 2026 in Review

Boston Research & Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 12,380 shares worth $4.58M. The position accounts for 1.01% of the portfolio, ranked #45.

Boston Research & Management first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Boston Research & Management held 12,380 shares of Vanguard Morningstar Total Stock Market ETF worth $4.58M as of Q2 2026.
Boston Research & Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.01% of Boston Research & Management's portfolio in Q2 2026, its #45 holding.
Boston Research & Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.