BTWM
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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
Q3 		$959K Buy
2,561
+1
+0% +$375 0.19% 98
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Baker Tilly Wealth Management's VTI Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q3 2026, buying an estimated $375 and bringing the position to 2,561 shares worth $959K. The position accounts for 0.19% of the portfolio, ranked #98.

Baker Tilly Wealth Management first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2022. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Baker Tilly Wealth Management held 2,561 shares of Vanguard Morningstar Total Stock Market ETF worth $959K as of Q3 2026.
  • Baker Tilly Wealth Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.16M in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.