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BWM Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

BWM Planning’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 		$39M Buy
121,477
+10,617
+10% +$3.56M 10.28% 1
2025
Q4 		$37.2M Buy
110,860
+10,895
+11% +$3.62M 9.93% 1
2025
Q3 		$32.8M Buy
99,965
+9,706
+11% +$3.07M 9.76% 1
2025
Q2 		$27.4M Buy
90,259
+9,732
+12% +$2.74M 9.45% 1
2025
Q1 		$22.1M Buy
80,527
+10,496
+15% +$3.05M 9.37% 1
2024
Q4 		$20.3M Buy
70,031
+9,661
+16% +$2.82M 8.83% 1
2024
Q3 		$17.1M Buy
+60,370
New +$16.5M 7.58% 2

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

BWM Planning's VTI Position: Q1 2026 in Review

BWM Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 9.6% in Q1 2026, buying an estimated $3.56M and bringing the position to 121,477 shares worth $39M. The position accounts for 10.28% of the portfolio, ranked #1.

BWM Planning first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • BWM Planning held 121,477 shares of Vanguard Total Stock Market ETF worth $39M as of Q1 2026.
  • BWM Planning bought 10,617 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.56M.
  • Vanguard Total Stock Market ETF made up 10.28% of BWM Planning's portfolio in Q1 2026, its #1 holding.
  • BWM Planning first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.