LKBC
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L.K. Benson & Company’s Vanguard Total Stock Market ETF VTI Stock Holding History

L.K. Benson & Company’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 		$10.9M Buy
29,559
+385
+1% +$138K 3.3% 4
2026
Q1 		$9.36M Buy
29,174
+3,248
+13% +$1.09M 3.09% 4
2025
Q4 		$8.69M Buy
25,926
+1,809
+8% +$602K 4.36% 4
2025
Q3 		$7.91M Sell
24,117
-521
-2% -$165K 4.27% 3
2025
Q2 		$7.49M Buy
24,638
+2,335
+10% +$657K 4.6% 3
2025
Q1 		$6.13M Buy
22,303
+3,160
+17% +$918K 4.24% 3
2024
Q4 		$5.55M Buy
+19,143
New +$5.59M 3.91% 3

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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

L.K. Benson & Company's VTI Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $138K and bringing the position to 29,559 shares worth $10.9M. The position accounts for 3.3% of the portfolio, ranked #4.

L.K. Benson & Company first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • L.K. Benson & Company held 29,559 shares of Vanguard Total Stock Market ETF worth $10.9M as of Q2 2026.
  • L.K. Benson & Company bought 385 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Total Stock Market ETF made up 3.3% of L.K. Benson & Company's portfolio in Q2 2026, its #4 holding.
  • L.K. Benson & Company first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.