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Burrus Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Burrus Financial Services’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 		$32.3M Sell
87,378
-1,928
-2% -$689K 14.04% 3
2026
Q1 		$28.7M Sell
89,306
-41,416
-32% -$13.9M 13.11% 3
2025
Q4 		$22.2M Buy
130,722
+39,387
+43% +$13.1M 12.62% 5
2025
Q3 		$30M Sell
91,335
-930
-1% -$294K 13.75% 3
2025
Q2 		$28M Buy
92,265
+2,119
+2% +$596K 13.42% 3
2025
Q1 		$24.8M Sell
90,146
-2,149
-2% -$624K 12.6% 3
2024
Q4 		$26.7M Sell
92,295
-1,369
-1% -$399K 13.74% 3
2024
Q3 		$26.5M Sell
93,664
-89,234
-49% -$24.3M 13.14% 3
2024
Q2 		$48.9M Buy
182,898
+1,502
+0.8% +$389K 24.96% 2
2024
Q1 		$47.1M Sell
181,396
-11,694
-6% -$2.89M 24.15% 2
2023
Q4 		$45.8M Sell
193,090
-128,029
-40% -$28.3M 24.19% 2
2023
Q3 		$68.2M Sell
321,119
-23,593
-7% -$5.22M 38.76% 2
2023
Q2 		$75.9M Buy
344,712
+1,428
+0.4% +$298K 41.77% 1
2023
Q1 		$70.1M Sell
343,284
-4,644
-1% -$930K 40.03% 2
2022
Q4 		$66.5M Buy
347,928
+77,716
+29% +$15M 38.54% 2
2022
Q3 		$48.5M Sell
270,212
-1,528
-0.6% -$305K 29.87% 2
2022
Q2 		$51.3M Buy
271,740
+37,105
+16% +$7.62M 29.41% 2
2022
Q1 		$53.4M Buy
+234,635
New +$52.8M 27.29% 2

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

Burrus Financial Services's VTI Position: Q2 2026 in Review

Burrus Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $689K and leaving 87,378 shares worth $32.3M. The position accounts for 14.04% of the portfolio, ranked #3.

Burrus Financial Services first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $75.9M in Q2 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Burrus Financial Services held 87,378 shares of Vanguard Morningstar Total Stock Market ETF worth $32.3M as of Q2 2026.
  • Burrus Financial Services sold 1,928 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $689K.
  • Vanguard Morningstar Total Stock Market ETF made up 14.04% of Burrus Financial Services's portfolio in Q2 2026, its #3 holding.
  • Burrus Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Burrus Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $75.9M in Q2 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.