BOC
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Bull Oak Capital’s Vanguard 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
2023
Q2 		– Sell
-1,459
Closed -$298K – 16
2023
Q1 		$298K Buy
+1,459
New +$292K 0.23% 14

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

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

Bull Oak Capital increased its Vanguard 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. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bull Oak Capital held 49,025 shares of Vanguard Total Stock Market ETF worth $15.7M as of Q1 2026.
  • Bull Oak Capital bought 2,304 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $773K.
  • Vanguard 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 Total Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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