Bull Oak Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bull Oak Capital’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	$15.7M	Buy	49,025 +2,304	+5%	+$773K	6.04%	5
2025 Q4	$15.7M	Buy	46,721 +809	+2%	+$269K	6.4%	5
2025 Q3	$15.1M	Buy	45,912 +4,956	+12%	+$1.57M	6.4%	5
2025 Q2	$12.4M	Buy	+40,956	New	+$11.5M	5.67%	5
2025 Q1	–	Sell	-707	Closed	-$205K	–	29
2024 Q4	$205K	Buy	707 +1	+0.1%	+$292	0.11%	25
2024 Q3	$200K	Hold	706	–	–	0.11%	26
2024 Q2	$189K	Buy	706 +51	+8%	+$13.2K	0.12%	19
2024 Q1	$170K	Hold	655	–	–	0.11%	19
2023 Q4	$155K	Hold	655	–	–	0.04%	18
2023 Q3	$139K	Buy	+655	New	+$145K	0.15%	15
2023 Q1	–	Sell	-1,459	Closed	-$292K	–	31
2022 Q4	$279K	Hold	1,459	–	–	0.24%	15
2022 Q3	$262K	Hold	1,459	–	–	0.26%	19
2022 Q2	$275K	Sell	1,459 -364	-20%	-$74.8K	0.25%	19
2022 Q1	$415K	Buy	+1,823	New	+$410K	0.34%	19

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bull Oak Capital's VTI Position: Q1 2026 in Review

Bull Oak Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q1 2026, buying an estimated $773K and bringing the position to 49,025 shares worth $15.7M. The position accounts for 6.04% of the portfolio, ranked #5.

Bull Oak Capital first reported a position in VTI in Q1 2022 and has held it in 14 quarters since. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Bull Oak Capital held 49,025 shares of Vanguard Morningstar Total Stock Market ETF worth $15.7M as of Q1 2026.
Bull Oak Capital bought 2,304 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $773K.
Vanguard Morningstar Total Stock Market ETF made up 6.04% of Bull Oak Capital's portfolio in Q1 2026, its #5 holding.
Bull Oak Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.