Baker Tilly Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Baker Tilly Wealth Management’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	$947K	Sell	2,560 -521	-17%	-$186K	0.2%	97
2026 Q1	$988K	Buy	3,081 +566	+23%	+$190K	0.24%	82
2025 Q4	$843K	Buy	2,515 +329	+15%	+$109K	0.21%	100
2025 Q3	$717K	Hold	2,186	–	–	0.16%	119
2025 Q2	$664K	Buy	2,186 +281	+15%	+$79K	0.24%	96
2025 Q1	$524K	Sell	1,905 -18	-0.9%	-$5.23K	0.21%	112
2024 Q4	$557K	Sell	1,923 -127	-6%	-$37.1K	0.22%	105
2024 Q3	$580K	Buy	2,050 +276	+16%	+$75.3K	0.26%	96
2024 Q2	$475K	Sell	1,774 -155	-8%	-$40.1K	0.19%	127
2024 Q1	$501K	Buy	1,929 +669	+53%	+$166K	0.09%	251
2023 Q4	$299K	Sell	1,260 -3,110	-71%	-$688K	0.05%	385
2023 Q3	$928K	Sell	4,370 -597	-12%	-$132K	0.15%	141
2023 Q2	$1.09M	Sell	4,967 -564	-10%	-$118K	0.11%	188
2023 Q1	$1.13M	Buy	5,531 +555	+11%	+$111K	0.13%	179
2022 Q4	$951K	Sell	4,976 -1,484	-23%	-$286K	0.12%	196
2022 Q3	$1.16M	Buy	6,460 +2,609	+68%	+$520K	0.16%	137
2022 Q2	$726K	Buy	+3,851	New	+$791K	0.1%	227
2022 Q1	–	Sell	-4,443	Closed	-$1.07M	–	570
2021 Q4	$1.07M	Buy	4,443 +978	+28%	+$231K	0.12%	181
2021 Q3	$769K	Sell	3,465 -646	-16%	-$147K	0.1%	217
2021 Q2	$916K	Buy	4,111 +606	+17%	+$132K	0.15%	160
2021 Q1	$724K	Buy	+3,505	New	+$709K	0.15%	177

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 Tilly Wealth Management's VTI Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, selling an estimated $186K and leaving 2,560 shares worth $947K. The position accounts for 0.2% of the portfolio, ranked #97.

Baker Tilly Wealth Management first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.16M in Q3 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Baker Tilly Wealth Management held 2,560 shares of Vanguard Morningstar Total Stock Market ETF worth $947K as of Q2 2026.
Baker Tilly Wealth Management sold 521 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $186K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #97 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
Baker Tilly Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.16M in Q3 2022.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.