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

Box Hill Private 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 Q3	$787K	Buy	2,103 +5	+0.2%	+$1.87K	0.57%	32
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

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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Box Hill Private Wealth's VTI Position: Q3 2026 in Review

Box Hill Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q3 2026, buying an estimated $1.87K and bringing the position to 2,103 shares worth $787K. The position accounts for 0.57% of the portfolio, ranked #32.

Box Hill Private Wealth first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Box Hill Private Wealth held 2,103 shares of Vanguard Morningstar Total Stock Market ETF worth $787K as of Q3 2026.
Box Hill Private Wealth bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.87K.
Vanguard Morningstar Total Stock Market ETF made up 0.57% of Box Hill Private Wealth's portfolio in Q3 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 4 quarters since.
40 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.