BUSH INVESTMENT GROUP, LLC VTI holdings history
VG MORNINGSTAR TS MKT ETF-US · CUSIP 922908769 · CIK 1966640
As of 2026-03-31, BUSH INVESTMENT GROUP, LLC reported 106.15K VTI (shares), valued at $34.05M, or 18.61% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 4.74%; reported value increased 0.22%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | 18.61% | 106,153 | SEC filing ↗Filed Aug 3, 2026 |
| Q4 2025 | 19.01% | 101,350 | SEC filing ↗Filed Mar 5, 2026 |
| Q3 2025 | 19.91% | 102,412 | SEC filing ↗Filed Dec 18, 2025 |
| Q2 2025 | 20.40% | 99,942 | SEC filing ↗Filed Jul 1, 2025 |
| Q1 2025 | 21.70% | 104,786 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 22.25% | 98,356 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 22.53% | 99,520 | SEC filing ↗Filed Dec 3, 2024 |
| Q2 2024 | 22.69% | 98,775 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 22.47% | 97,875 | SEC filing ↗Filed Jun 13, 2024 |
| Q4 2023 | 22.12% | 97,811 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 22.12% | 97,811 | $23.95M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 22.47% | 97,875 | $25.44M | Shares increased 0.07%; reported value increased 6.22%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 13, 2024 |
| Q2 2024 | 22.69% | 98,775 | $26.42M | Shares increased 0.92%; reported value increased 3.87%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 22.53% | 99,520 | $28.18M | Shares increased 0.75%; reported value increased 6.65%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 3, 2024 |
| Q4 2024 | 22.25% | 98,356 | $28.50M | Shares decreased 1.17%; reported value increased 1.15%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 21.70% | 104,786 | $28.80M | Shares increased 6.54%; reported value increased 1.03%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 20.40% | 99,942 | $30.38M | Shares decreased 4.62%; reported value increased 5.47%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 1, 2025 |
| Q3 2025 | 19.91% | 102,412 | $33.61M | Shares increased 2.47%; reported value increased 10.64%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 18, 2025 |
| Q4 2025 | 19.01% | 101,350 | $33.98M | Shares decreased 1.04%; reported value increased 1.10%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 5, 2026 |
| Q1 2026 | 18.61% | 106,153 | $34.05M | Shares increased 4.74%; reported value increased 0.22%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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