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BostonPremier Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BostonPremier Wealth’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 		$64.6M Buy
174,496
+4,815
+3% +$1.72M 27.42% 1
2026
Q1 		$54.4M Buy
169,681
+2,686
+2% +$901K 28.13% 1
2025
Q4 		$56M Buy
166,995
+4,538
+3% +$1.51M 28.69% 1
2025
Q3 		$53.3M Buy
162,457
+4,224
+3% +$1.33M 26.48% 1
2025
Q2 		$48.1M Buy
158,233
+2,747
+2% +$773K 26.67% 1
2025
Q1 		$42.7M Buy
155,486
+1,091
+0.7% +$317K 26.53% 1
2024
Q4 		$44.7M Buy
+154,395
New +$45M 27.12% 1

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

BostonPremier Wealth's VTI Position: Q2 2026 in Review

BostonPremier Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, buying an estimated $1.72M and bringing the position to 174,496 shares worth $64.6M. The position accounts for 27.42% of the portfolio, ranked #1.

BostonPremier Wealth first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BostonPremier Wealth held 174,496 shares of Vanguard Morningstar Total Stock Market ETF worth $64.6M as of Q2 2026.
  • BostonPremier Wealth bought 4,815 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.72M.
  • Vanguard Morningstar Total Stock Market ETF made up 27.42% of BostonPremier Wealth's portfolio in Q2 2026, its #1 holding.
  • BostonPremier Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.