Bush Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bush Investment Group’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	$34.1M	Buy	106,153 +4,803	+5%	+$1.61M	18.61%	1
2025 Q4	$34M	Sell	101,350 -1,062	-1%	-$353K	19.01%	1
2025 Q3	$33.6M	Buy	102,412 +2,470	+2%	+$780K	19.91%	1
2025 Q2	$30.4M	Sell	99,942 -4,844	-5%	-$1.36M	20.4%	1
2025 Q1	$28.8M	Buy	104,786 +6,430	+7%	+$1.87M	21.7%	1
2024 Q4	$28.5M	Sell	98,356 -1,164	-1%	-$340K	22.25%	1
2024 Q3	$28.2M	Buy	99,520 +745	+0.8%	+$203K	22.53%	1
2024 Q2	$26.4M	Buy	98,775 +900	+0.9%	+$233K	22.69%	1
2024 Q1	$25.4M	Buy	97,875 +64	+0.1%	+$15.8K	22.47%	1
2023 Q4	$23.9M	Buy	+97,811	New	+$21.6M	22.12%	1

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bush Investment Group's VTI Position: Q1 2026 in Review

Bush Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.7% in Q1 2026, buying an estimated $1.61M and bringing the position to 106,153 shares worth $34.1M. The position accounts for 18.61% of the portfolio, ranked #1.

Bush Investment Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Bush Investment Group held 106,153 shares of Vanguard Morningstar Total Stock Market ETF worth $34.1M as of Q1 2026.
Bush Investment Group bought 4,803 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.61M.
Vanguard Morningstar Total Stock Market ETF made up 18.61% of Bush Investment Group's portfolio in Q1 2026, its #1 holding.
Bush Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.