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BridgePort Financial Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

BridgePort Financial Solutions’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 		$705K Buy
1,904
+18
+1% +$6.44K 0.18% 106
2026
Q1 		$605K Sell
1,886
-396
-17% -$133K 0.17% 110
2025
Q4 		$765K Sell
2,282
-451
-17% -$150K 0.21% 92
2025
Q3 		$897K Sell
2,733
-468
-15% -$148K 0.24% 82
2025
Q2 		$973K Buy
3,201
+1,747
+120% +$491K 0.32% 61
2025
Q1 		$400K Buy
1,454
+1
+0.1% +$291 0.18% 108
2024
Q4 		$419K Buy
+1,453
New +$424K 0.19% 103

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

BridgePort Financial Solutions's VTI Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Vanguard Total Stock Market ETF (VTI) stake by 0.95% in Q2 2026, buying an estimated $6.44K and bringing the position to 1,904 shares worth $705K. The position accounts for 0.18% of the portfolio, ranked #106.

BridgePort Financial Solutions first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $973K in Q2 2025. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BridgePort Financial Solutions held 1,904 shares of Vanguard Total Stock Market ETF worth $705K as of Q2 2026.
  • BridgePort Financial Solutions bought 18 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
  • Vanguard Total Stock Market ETF made up 0.18% of BridgePort Financial Solutions's portfolio in Q2 2026, its #106 holding.
  • BridgePort Financial Solutions first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's Vanguard Total Stock Market ETF position peaked at $973K in Q2 2025.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.