BH
VTI icon

Burk Holdings’s Vanguard 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
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 $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 $11.5B AUM 18.72% 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

Burk Holdings's VTI Position: Q1 2026 in Review

Burk Holdings reduced its Vanguard Total Stock Market ETF (VTI) stake by 39% in Q1 2026, selling an estimated $244K and leaving 1,132 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #58.

Burk Holdings first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $711K in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Burk Holdings held 1,132 shares of Vanguard Total Stock Market ETF worth $363K as of Q1 2026.
  • Burk Holdings sold 726 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $244K.
  • Vanguard Total Stock Market ETF made up 0.16% of Burk Holdings's portfolio in Q1 2026, its #58 holding.
  • Burk Holdings first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Burk Holdings's Vanguard Total Stock Market ETF position peaked at $711K in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.