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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bright Financial Advisors's VTI Position: Q1 2026 in Review

Bright Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q1 2026, selling an estimated $108K and leaving 14,724 shares worth $4.72M. The position accounts for 2.16% of the portfolio, ranked #14.

Bright Financial Advisors first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.04M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bright Financial Advisors held 14,724 shares of Vanguard Morningstar Total Stock Market ETF worth $4.72M as of Q1 2026.
  • Bright Financial Advisors sold 321 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $108K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.16% of Bright Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Bright Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $5.04M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.