Bullock Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bullock Wealth Management’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	$14.8K	Hold	40	–	–	0.01%	398
2026 Q1	$13K	Hold	40	–	–	0.01%	399
2025 Q4	$13.4K	Hold	40	–	–	0.01%	376
2025 Q3	$13.2K	Hold	40	–	–	0.01%	385
2025 Q2	$12.2K	Hold	40	–	–	0.01%	371
2025 Q1	$11.1K	Sell	40 -26	-39%	-$7.55K	0.01%	369
2024 Q4	$19.1K	Buy	66 +26	+65%	+$7.59K	0.01%	330
2024 Q3	$11.2K	Hold	40	–	–	0.01%	362
2024 Q2	$10.7K	Buy	40 +4	+11%	+$1.03K	0.01%	347
2024 Q1	$9.35K	Buy	+36	New	+$8.91K	0.01%	367

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

Bullock Wealth Management's VTI Position: Q2 2026 in Review

Bullock Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 40 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #398.

Bullock Wealth Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1K in Q4 2024. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bullock Wealth Management held 40 shares of Vanguard Morningstar Total Stock Market ETF worth $14.8K as of Q2 2026.
Bullock Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #398 holding.
Bullock Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $19.1K in Q4 2024.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.