Bridges Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bridges Investment 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	$2.28M	Buy	6,157 +1,865	+43%	+$667K	0.03%	177
2026 Q1	$1.38M	Sell	4,292 -4,207	-49%	-$1.41M	0.02%	220
2025 Q4	$2.85M	Buy	8,499 +3,135	+58%	+$1.04M	0.04%	139
2025 Q3	$1.76M	Buy	5,364 +686	+15%	+$217K	0.02%	194
2025 Q2	$1.42M	Sell	4,678 -284	-6%	-$79.9K	0.02%	210
2025 Q1	$1.36M	Buy	4,962 +818	+20%	+$238K	0.02%	204
2024 Q4	$1.2M	Sell	4,144 -56	-1%	-$16.3K	0.02%	186
2024 Q3	$1.19M	Buy	4,200 +145	+4%	+$39.5K	0.02%	185
2024 Q2	$1.08M	Buy	+4,055	New	+$1.05M	0.02%	181
2024 Q1	–	Sell	-1,117	Closed	-$265K	–	207
2023 Q4	$265K	Buy	+1,117	New	+$247K	0.01%	188

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bridges Investment Management's VTI Position: Q2 2026 in Review

Bridges Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 43% in Q2 2026, buying an estimated $667K and bringing the position to 6,157 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #177.

Bridges Investment Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.85M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bridges Investment Management held 6,157 shares of Vanguard Morningstar Total Stock Market ETF worth $2.28M as of Q2 2026.
Bridges Investment Management bought 1,865 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $667K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Bridges Investment Management's portfolio in Q2 2026, its #177 holding.
Bridges Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Bridges Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.85M in Q4 2025.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.