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

Bulwark 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
Q2 		$18.9M Buy
51,209
+116
+0.2% +$41.5K 10.66% 2
2026
Q1 		$16.4M Buy
51,093
+36
+0.1% +$12.1K 10.1% 1
2025
Q4 		$17.1M Buy
51,057
+2,576
+5% +$857K 12.17% 1
2025
Q3 		$15.9M Buy
48,481
+576
+1% +$182K 12.38% 1
2025
Q2 		$14.6M Buy
+47,905
New +$13.5M 12.26% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bulwark Capital's VTI Position: Q2 2026 in Review

Bulwark Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q2 2026, buying an estimated $41.5K and bringing the position to 51,209 shares worth $18.9M. The position accounts for 10.66% of the portfolio, ranked #2.

Bulwark Capital first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bulwark Capital held 51,209 shares of Vanguard Morningstar Total Stock Market ETF worth $18.9M as of Q2 2026.
  • Bulwark Capital bought 116 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $41.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 10.66% of Bulwark Capital's portfolio in Q2 2026, its #2 holding.
  • Bulwark Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.