Baker Boyer National Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Baker Boyer National Bank’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	$237K	Sell	640 -7	-1%	-$2.5K	0.07%	86
2026 Q1	$208K	Hold	647	–	–	0.06%	91
2025 Q4	$217K	Buy	+647	New	+$215K	0.07%	89
2022 Q1	–	Sell	-1,429	Closed	-$345K	–	87
2021 Q4	$345K	Buy	+1,429	New	+$337K	0.16%	65

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

Baker Boyer National Bank's VTI Position: Q2 2026 in Review

Baker Boyer National Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $2.5K and leaving 640 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #86.

Baker Boyer National Bank first reported a position in VTI in Q4 2021 and has held it in 4 quarters since. The position peaked at $345K in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Baker Boyer National Bank held 640 shares of Vanguard Morningstar Total Stock Market ETF worth $237K as of Q2 2026.
Baker Boyer National Bank sold 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Baker Boyer National Bank's portfolio in Q2 2026, its #86 holding.
Baker Boyer National Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
Baker Boyer National Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $345K in Q4 2021.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.