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Burton Enright Welch’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Burton Enright Welch’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 		$566K Buy
1,531
+189
+14% +$67.6K 0.07% 87
2026
Q1 		$431K Hold
1,342
– – 0.06% 97
2025
Q4 		$450K Buy
1,342
+23
+2% +$7.65K 0.06% 94
2025
Q3 		$433K Sell
1,319
-886
-40% -$280K 0.07% 91
2025
Q2 		$670K Buy
2,205
+589
+36% +$166K 0.12% 69
2025
Q1 		$444K Hold
1,616
– – 0.09% 73
2024
Q4 		$468K Sell
1,616
-431
-21% -$126K 0.1% 70
2024
Q3 		$580K Sell
2,047
-46
-2% -$12.5K 0.12% 57
2024
Q2 		$560K Sell
2,093
-9
-0.4% -$2.33K 0.13% 56
2024
Q1 		$546K Sell
2,102
-3
-0.1% -$742 0.13% 58
2023
Q4 		$499K Buy
2,105
+120
+6% +$26.5K 0.13% 56
2023
Q3 		$422K Buy
1,985
+4
+0.2% +$885 0.13% 56
2023
Q2 		$436K Sell
1,981
-122
-6% -$25.4K 0.14% 52
2023
Q1 		$429K Sell
2,103
-50
-2% -$10K 0.16% 50
2022
Q4 		$412K Sell
2,153
-541
-20% -$104K 0.17% 47
2022
Q3 		$483K Sell
2,694
-427
-14% -$85.1K 0.24% 41
2022
Q2 		$589K Sell
3,121
-90
-3% -$18.5K 0.35% 31
2022
Q1 		$731K Sell
3,211
-190
-6% -$42.7K 0.4% 29
2021
Q4 		$821K Buy
+3,401
New +$803K 0.55% 21

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Burton Enright Welch's VTI Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $67.6K and bringing the position to 1,531 shares worth $566K. The position accounts for 0.07% of the portfolio, ranked #87.

Burton Enright Welch first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $821K in Q4 2021. 2,007 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Burton Enright Welch held 1,531 shares of Vanguard Morningstar Total Stock Market ETF worth $566K as of Q2 2026.
  • Burton Enright Welch bought 189 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $67.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Burton Enright Welch's portfolio in Q2 2026, its #87 holding.
  • Burton Enright Welch first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Vanguard Morningstar Total Stock Market ETF position peaked at $821K in Q4 2021.
  • 2,007 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.