Baldwin Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Baldwin Investment 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	$3.69M	Buy	9,962 +1,482	+17%	+$530K	0.36%	43
2026 Q1	$2.72M	Buy	8,480 +843	+11%	+$283K	0.32%	42
2025 Q4	$2.56M	Buy	7,637 +164	+2%	+$54.6K	0.29%	46
2025 Q3	$2.45M	Buy	7,473 +38	+0.5%	+$12K	0.28%	49
2025 Q2	$2.26M	Buy	7,435 +5	+0.1%	+$1.41K	0.27%	55
2025 Q1	$2.04M	Buy	7,430 +57	+0.8%	+$16.6K	0.25%	56
2024 Q4	$2.14M	Buy	7,373 +48	+0.7%	+$14K	0.28%	52
2024 Q3	$2.07M	Buy	7,325 +1,806	+33%	+$493K	0.26%	58
2024 Q2	$1.48M	Buy	5,519 +24	+0.4%	+$6.21K	0.2%	72
2024 Q1	$1.43M	Buy	5,495 +4,031	+275%	+$997K	0.19%	81
2023 Q4	$347K	Buy	1,464 +3	+0.2%	+$663	0.05%	161
2023 Q3	$310K	Buy	1,461 +123	+9%	+$27.2K	0.05%	160
2023 Q2	$295K	Buy	1,338 +39	+3%	+$8.13K	0.05%	171
2023 Q1	$265K	Buy	+1,299	New	+$260K	0.05%	178
2022 Q3	–	Sell	-5,459	Closed	-$1.03M	–	216
2022 Q2	$1.03M	Buy	5,459 +164	+3%	+$33.7K	0.2%	88
2022 Q1	$1.21M	Buy	5,295 +243	+5%	+$54.6K	0.18%	90
2021 Q4	$1.22M	Buy	+5,052	New	+$1.19M	0.19%	91

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

Baldwin Investment Management's VTI Position: Q2 2026 in Review

Baldwin Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, buying an estimated $530K and bringing the position to 9,962 shares worth $3.69M. The position accounts for 0.36% of the portfolio, ranked #43.

Baldwin Investment Management first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Baldwin Investment Management held 9,962 shares of Vanguard Morningstar Total Stock Market ETF worth $3.69M as of Q2 2026.
Baldwin Investment Management bought 1,482 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $530K.
Vanguard Morningstar Total Stock Market ETF made up 0.36% of Baldwin Investment Management's portfolio in Q2 2026, its #43 holding.
Baldwin Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.