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BWM Planning’s Vanguard Morningstar 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
Q2 		$47.4M Buy
128,127
+6,650
+5% +$2.38M 10.99% 1
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 $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

BWM Planning's VTI Position: Q2 2026 in Review

BWM Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.5% in Q2 2026, buying an estimated $2.38M and bringing the position to 128,127 shares worth $47.4M. The position accounts for 10.99% of the portfolio, ranked #1.

BWM Planning first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BWM Planning held 128,127 shares of Vanguard Morningstar Total Stock Market ETF worth $47.4M as of Q2 2026.
  • BWM Planning bought 6,650 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.38M.
  • Vanguard Morningstar Total Stock Market ETF made up 10.99% of BWM Planning's portfolio in Q2 2026, its #1 holding.
  • BWM Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.