BH
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Burk Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Burk Holdings’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 		$373K Sell
1,009
-123
-11% -$44K 0.14% 57
2026
Q1 		$363K Sell
1,132
-726
-39% -$244K 0.16% 58
2025
Q4 		$623K Sell
1,858
-309
-14% -$103K 0.3% 47
2025
Q3 		$711K Buy
2,167
+932
+75% +$294K 0.38% 40
2025
Q2 		$375K Buy
+1,235
New +$347K 0.24% 46

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

Burk Holdings's VTI Position: Q2 2026 in Review

Burk Holdings reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $44K and leaving 1,009 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #57.

Burk Holdings first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $711K in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Burk Holdings held 1,009 shares of Vanguard Morningstar Total Stock Market ETF worth $373K as of Q2 2026.
  • Burk Holdings sold 123 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Burk Holdings's portfolio in Q2 2026, its #57 holding.
  • Burk Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Burk Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $711K in Q3 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.