Box Hill Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$776K Buy
2,098
+6
+0.3% +$2.15K 0.62% 32
2026
Q1
$671K Buy
2,092
+7
+0.3% +$2.35K 0.66% 28
2025
Q4
$699K Buy
+2,085
New +$694K 0.71% 29

Other funds holding VTI

Box Hill Private Wealth's VTI Position: Q2 2026 in Review

Box Hill Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,098 shares worth $776K. The position accounts for 0.62% of the portfolio, ranked #32.

Box Hill Private Wealth first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Box Hill Private Wealth held 2,098 shares of Vanguard Morningstar Total Stock Market ETF worth $776K as of Q2 2026.
  • Box Hill Private Wealth bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.62% of Box Hill Private Wealth's portfolio in Q2 2026, its #32 holding.
  • Box Hill Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.