SEC 13F Intelligence

Bnc Wealth Management, LLC / VTI

Bnc Wealth Management, LLC’s Vanguard Index Fds Position

Does Bnc Wealth Management, LLC own Vanguard Index Fds (VTI)? Yes13.2K shares worth $4M (+1.18% of its 13F portfolio) as of Q1 2026, down from 13.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.2K
% of Portfolio
+1.18%
Quarters Held
22
currently held

Position History VTI

Reported value by quarter
Q3 ’20: $712,000Q3 ’20Q1 ’21: $848,000Q2 ’21: $915,000Q3 ’21: $912,000Q3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $6MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.2K$4M+1.18%
Q4 202513.8K$5M+1.18%
Q3 202514.8K$5M+1.22%
Q2 202514.5K$4M+1.31%
Q1 202514.3K$4M+1.42%
Q4 202414.5K$4M+1.38%
Q3 202414.7K$4M+1.53%
Q2 202414.6K$4M+1.46%
Q1 202414.1K$4M+1.57%
Q4 202326.6K$6M+2.99%
Q3 202314.2K$3M+1.62%
Q2 202314.2K$3M+1.66%
Q1 202314.3K$3M+1.63%
Q4 202214.5K$3M+1.63%
Q3 202213.6K$2M+1.47%
Q2 202213.6K$3M+1.34%
Q1 202213.5K$3M+1.52%
Q4 202113.5K$3M+1.54%
Q3 20214.1K$912,000+0.54%
Q2 20214.1K$915,000+0.55%
Q1 20214.1K$848,000+0.60%
Q3 20204.2K$712,000+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of VTI.