BW
VTI icon

BXM Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

BXM Wealth’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 		$999K Buy
2,701
+1,411
+109% +$505K 0.54% 45
2026
Q1 		$414K Buy
+1,290
New +$433K 0.32% 74

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

BXM Wealth's VTI Position: Q2 2026 in Review

BXM Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 109% in Q2 2026, buying an estimated $505K and bringing the position to 2,701 shares worth $999K. The position accounts for 0.54% of the portfolio, ranked #45.

BXM Wealth first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BXM Wealth held 2,701 shares of Vanguard Total Stock Market ETF worth $999K as of Q2 2026.
  • BXM Wealth bought 1,411 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $505K.
  • Vanguard Total Stock Market ETF made up 0.54% of BXM Wealth's portfolio in Q2 2026, its #45 holding.
  • BXM Wealth first reported a position in Vanguard Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.