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BSW Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

BSW Wealth Partners’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 		$8.85M Sell
23,909
-2,223
-9% -$795K 0.98% 22
2026
Q1 		$8.38M Sell
26,132
-396
-1% -$133K 1.02% 22
2025
Q4 		$8.89M Buy
26,528
+445
+2% +$148K 1.07% 22
2025
Q3 		$8.56M Buy
26,083
+146
+0.6% +$46.1K 1.07% 18
2025
Q2 		$7.88M Buy
25,937
+2,530
+11% +$712K 1.08% 19
2025
Q1 		$6.43M Buy
23,407
+850
+4% +$247K 0.98% 19
2024
Q4 		$6.54M Buy
22,557
+8,037
+55% +$2.34M 0.96% 21
2024
Q3 		$4.11M Buy
14,520
+984
+7% +$268K 0.62% 32
2024
Q2 		$3.62M Buy
13,536
+1,247
+10% +$323K 0.59% 34
2024
Q1 		$3.19M Buy
12,289
+1,424
+13% +$352K 0.54% 34
2023
Q4 		$2.58M Buy
10,865
+303
+3% +$67K 0.51% 31
2023
Q3 		$2.24M Sell
10,562
-2,190
-17% -$485K 0.5% 33
2023
Q2 		$2.81M Sell
12,752
-9,459
-43% -$1.97M 0.59% 31
2023
Q1 		$4.53M Buy
22,211
+20,593
+1,273% +$4.12M 0.93% 19
2022
Q4 		$309K Buy
1,618
+27
+2% +$5.2K 0.07% 208
2022
Q3 		$286K Hold
1,591
– – 0.07% 196
2022
Q2 		$300K Buy
1,591
+1
+0.1% +$205 0.07% 190
2022
Q1 		$362K Sell
1,590
-53
-3% -$11.9K 0.09% 171
2021
Q4 		$397K Buy
1,643
+104
+7% +$24.6K 0.1% 148
2021
Q3 		$342K Buy
1,539
+14
+0.9% +$3.19K 0.1% 154
2021
Q2 		$340K Buy
1,525
+40
+3% +$8.68K 0.09% 155
2021
Q1 		$307K Hold
1,485
– – 0.09% 139
2020
Q4 		$289K Buy
1,485
+1
+0.1% +$183 0.09% 128
2020
Q3 		$253K Sell
1,484
-998
-40% -$168K 0.1% 113
2020
Q2 		$389K Hold
2,482
– – 0.13% 79
2020
Q1 		$320K Buy
2,482
+7
+0.3% +$1.08K 0.13% 76
2019
Q4 		$405K Buy
2,475
+1
+0% +$157 0.14% 75
2019
Q3 		$374K Hold
2,474
– – 0.14% 64
2019
Q2 		$371K Buy
2,474
+999
+68% +$147K 0.14% 63
2019
Q1 		$213K Buy
+1,475
New +$206K 0.08% 86
2018
Q4 		– Sell
-1,483
Closed -$222K – 144
2018
Q3 		$222K Sell
1,483
-468
-24% -$68.9K 0.08% 122
2018
Q2 		$274K Buy
1,951
+468
+32% +$65.3K 0.12% 69
2018
Q1 		$201K Buy
+1,483
New +$208K 0.09% 80

Other funds holding VTI

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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

BSW Wealth Partners's VTI Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 8.5% in Q2 2026, selling an estimated $795K and leaving 23,909 shares worth $8.85M. The position accounts for 0.98% of the portfolio, ranked #22.

BSW Wealth Partners first reported a position in VTI in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.89M in Q4 2025. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BSW Wealth Partners held 23,909 shares of Vanguard Total Stock Market ETF worth $8.85M as of Q2 2026.
  • BSW Wealth Partners sold 2,223 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $795K.
  • Vanguard Total Stock Market ETF made up 0.98% of BSW Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • BSW Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • BSW Wealth Partners's Vanguard Total Stock Market ETF position peaked at $8.89M in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.