BFA
VTI icon

Bright Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bright Financial Advisors’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 		$5.36M Sell
14,485
-239
-2% -$85.5K 2.24% 13
2026
Q1 		$4.72M Sell
14,724
-321
-2% -$108K 2.16% 14
2025
Q4 		$5.04M Buy
15,045
+332
+2% +$110K 2.38% 14
2025
Q3 		$4.83M Sell
14,713
-260
-2% -$82.1K 2.36% 14
2025
Q2 		$4.55M Sell
14,973
-230
-2% -$64.7K 2.53% 10
2025
Q1 		$4.18M Sell
15,203
-269
-2% -$78.2K 2.57% 12
2024
Q4 		$4.48M Buy
15,472
+3,141
+25% +$916K 2.82% 10
2024
Q3 		$3.49M Hold
12,331
– – 2.22% 11
2024
Q2 		$3.3M Hold
12,331
– – 2.33% 11
2024
Q1 		$3.09M Buy
+12,331
New +$3.05M 2.31% 9

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

Bright Financial Advisors's VTI Position: Q2 2026 in Review

Bright Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $85.5K and leaving 14,485 shares worth $5.36M. The position accounts for 2.24% of the portfolio, ranked #13.

Bright Financial Advisors first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bright Financial Advisors held 14,485 shares of Vanguard Morningstar Total Stock Market ETF worth $5.36M as of Q2 2026.
  • Bright Financial Advisors sold 239 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $85.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.24% of Bright Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Bright Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.