BCPWM
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Bradley & Co Private Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bradley & Co Private Wealth 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 		$17.2M Buy
46,463
+2,465
+6% +$881K 8.19% 2
2026
Q1 		$14.1M Buy
43,998
+1,197
+3% +$402K 7.44% 3
2025
Q4 		$14.3M Sell
42,801
-84
-0.2% -$27.9K 7.59% 3
2025
Q3 		$14.1M Buy
42,885
+328
+0.8% +$104K 7.79% 2
2025
Q2 		$12.9M Buy
42,557
+240
+0.6% +$67.5K 7.92% 1
2025
Q1 		$11.6M Sell
42,317
-286
-0.7% -$83.1K 7.94% 3
2024
Q4 		$12.3M Buy
+42,603
New +$12.4M 7.71% 2
2024
Q2 		$9.21M Buy
34,440
+12,825
+59% +$3.32M 6.81% 7
2024
Q1 		$5.62M Buy
21,615
+2,478
+13% +$613K 4.54% 11
2023
Q4 		$4.54M Sell
19,137
-3,396
-15% -$751K 4.2% 11
2023
Q3 		$4.79M Sell
22,533
-3,216
-12% -$712K 4.99% 10
2023
Q2 		$5.67M Buy
25,749
+1,387
+6% +$289K 5.62% 10
2023
Q1 		$4.97M Buy
24,362
+1,317
+6% +$264K 5.45% 11
2022
Q4 		$4.41M Buy
23,045
+5,165
+29% +$995K 5.36% 8
2022
Q3 		$3.21M Sell
17,880
-2,909
-14% -$580K 3.83% 11
2022
Q2 		$3.92M Buy
20,789
+2,248
+12% +$462K 4.32% 11
2022
Q1 		$4.22M Buy
18,541
+3,738
+25% +$841K 3.63% 12
2021
Q4 		$3.57M Buy
14,803
+144
+1% +$34K 2.86% 13
2021
Q3 		$3.25M Sell
14,659
-354
-2% -$80.7K 2.81% 13
2021
Q2 		$3.35M Buy
15,013
+225
+2% +$48.8K 2.92% 13
2021
Q1 		$3.06M Buy
+14,788
New +$2.99M 2.82% 13

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

Bradley & Co Private Wealth Management's VTI Position: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, buying an estimated $881K and bringing the position to 46,463 shares worth $17.2M. The position accounts for 8.19% of the portfolio, ranked #2.

Bradley & Co Private Wealth Management first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bradley & Co Private Wealth Management held 46,463 shares of Vanguard Morningstar Total Stock Market ETF worth $17.2M as of Q2 2026.
  • Bradley & Co Private Wealth Management bought 2,465 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $881K.
  • Vanguard Morningstar Total Stock Market ETF made up 8.19% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Bradley & Co Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.