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Van Den Berg Management I’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Van Den Berg Management I’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 		$903K Sell
2,441
-198
-8% -$70.8K 0.19% 57
2026
Q1 		$847K Buy
2,639
+57
+2% +$19.1K 0.19% 62
2025
Q4 		$866K Sell
2,582
-53
-2% -$17.6K 0.2% 57
2025
Q3 		$865K Buy
2,635
+45
+2% +$14.2K 0.22% 57
2025
Q2 		$787K Sell
2,590
-38
-1% -$10.7K 0.22% 53
2025
Q1 		$722K Sell
2,628
-193
-7% -$56.1K 0.22% 55
2024
Q4 		$818K Sell
2,821
-80
-3% -$23.3K 0.24% 55
2024
Q3 		$821K Sell
2,901
-210
-7% -$57.3K 0.24% 54
2024
Q2 		$832K Sell
3,111
-658
-17% -$170K 0.25% 55
2024
Q1 		$979K Sell
3,769
-120
-3% -$29.7K 0.29% 54
2023
Q4 		$922K Sell
3,889
-338
-8% -$74.7K 0.31% 48
2023
Q3 		$898K Sell
4,227
-237
-5% -$52.5K 0.31% 49
2023
Q2 		$983K Sell
4,464
-175
-4% -$36.5K 0.35% 47
2023
Q1 		$947K Sell
4,639
-23
-0.5% -$4.6K 0.35% 47
2022
Q4 		$891K Sell
4,662
-76
-2% -$14.6K 0.33% 51
2022
Q3 		$850K Sell
4,738
-125
-3% -$24.9K 0.25% 51
2022
Q2 		$917K Sell
4,863
-20
-0.4% -$4.11K 0.24% 49
2022
Q1 		$1.11M Sell
4,883
-1,841
-27% -$414K 0.25% 49
2021
Q4 		$1.62M Sell
6,724
-172
-2% -$40.6K 0.29% 42
2021
Q3 		$1.53M Sell
6,896
-14
-0.2% -$3.19K 0.3% 44
2021
Q2 		$1.54M Sell
6,910
-402
-5% -$87.2K 0.3% 45
2021
Q1 		$1.51M Sell
7,312
-860
-11% -$174K 0.33% 42
2020
Q4 		$1.59M Buy
+8,172
New +$1.49M 0.4% 39

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

Van Den Berg Management I's VTI Position: Q2 2026 in Review

Van Den Berg Management I reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.5% in Q2 2026, selling an estimated $70.8K and leaving 2,441 shares worth $903K. The position accounts for 0.19% of the portfolio, ranked #57.

Van Den Berg Management I first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Van Den Berg Management I held 2,441 shares of Vanguard Morningstar Total Stock Market ETF worth $903K as of Q2 2026.
  • Van Den Berg Management I sold 198 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $70.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Van Den Berg Management I's portfolio in Q2 2026, its #57 holding.
  • Van Den Berg Management I first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Van Den Berg Management I's Vanguard Morningstar Total Stock Market ETF position peaked at $1.62M in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.