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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
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bull Oak Capital's VTI Position: Q2 2026 in Review

Bull Oak Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 86% in Q2 2026, selling an estimated $15.1M and leaving 6,721 shares worth $2.49M. The position accounts for 0.83% of the portfolio, ranked #16.

Bull Oak Capital first reported a position in VTI in Q1 2022 and has held it in 15 quarters since. The position peaked at $15.7M in Q1 2026. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bull Oak Capital held 6,721 shares of Vanguard Morningstar Total Stock Market ETF worth $2.49M as of Q2 2026.
  • Bull Oak Capital sold 42,304 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15.1M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.83% of Bull Oak Capital's portfolio in Q2 2026, its #16 holding.
  • Bull Oak Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 15 quarters since.
  • Bull Oak Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $15.7M in Q1 2026.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.