Buck Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Buck Wealth Strategies’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	$3.12M	Buy	8,422 +7,276	+635%	+$2.6M	0.33%	50
2026 Q1	$368K	Sell	1,146 -96	-8%	-$32.2K	0.05%	120
2025 Q4	$416K	Sell	1,242 -103	-8%	-$34.3K	0.05%	112
2025 Q3	$442K	Buy	1,345 +9	+0.7%	+$2.84K	0.06%	125
2025 Q2	$406K	Buy	+1,336	New	+$376K	0.06%	106
2024 Q2	–	Sell	-2,798	Closed	-$727K	–	113
2024 Q1	$727K	Buy	+2,798	New	+$692K	0.25%	51
2023 Q4	–	Sell	-1	Closed	-$212	–	337
2023 Q3	$212	Buy	+1	New	+$221	﹤0.01%	356

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

Buck Wealth Strategies's VTI Position: Q2 2026 in Review

Buck Wealth Strategies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 635% in Q2 2026, buying an estimated $2.6M and bringing the position to 8,422 shares worth $3.12M. The position accounts for 0.33% of the portfolio, ranked #50.

Buck Wealth Strategies first reported a position in VTI in Q3 2023 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Buck Wealth Strategies held 8,422 shares of Vanguard Morningstar Total Stock Market ETF worth $3.12M as of Q2 2026.
Buck Wealth Strategies bought 7,276 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.6M.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of Buck Wealth Strategies's portfolio in Q2 2026, its #50 holding.
Buck Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.