Three Bridge Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Three Bridge Wealth Advisors’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	$436K	Hold	1,177	–	–	0.11%	62
2026 Q1	$378K	Hold	1,177	–	–	0.1%	68
2025 Q4	$395K	Sell	1,177 -21	-2%	-$6.99K	0.1%	67
2025 Q3	$394K	Buy	1,198 +178	+17%	+$56.2K	0.1%	66
2025 Q2	$311K	Buy	+1,020	New	+$287K	0.08%	87
2024 Q2	–	Sell	-2,329	Closed	-$605K	–	95
2024 Q1	$605K	Hold	2,329	–	–	0.24%	58
2023 Q4	$552K	Sell	2,329 -2	-0.1%	-$442	0.19%	56
2023 Q3	$495K	Buy	2,331 +5	+0.2%	+$1.11K	0.21%	60
2023 Q2	$512K	Sell	2,326 -326	-12%	-$68K	0.22%	60
2023 Q1	$541K	Sell	2,652 -3	-0.1%	-$601	0.25%	57
2022 Q4	$508K	Hold	2,655	–	–	0.27%	53
2022 Q3	$476K	Buy	2,655 +54	+2%	+$10.8K	0.24%	54
2022 Q2	$491K	Hold	2,601	–	–	0.24%	58
2022 Q1	$592K	Buy	+2,601	New	+$585K	0.17%	56

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Three Bridge Wealth Advisors's VTI Position: Q2 2026 in Review

Three Bridge Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,177 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #62.

Three Bridge Wealth Advisors first reported a position in VTI in Q1 2022 and has held it in 14 quarters since. The position peaked at $605K in Q1 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Three Bridge Wealth Advisors held 1,177 shares of Vanguard Morningstar Total Stock Market ETF worth $436K as of Q2 2026.
Three Bridge Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
Three Bridge Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $605K in Q1 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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