Baldwin Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Baldwin Wealth Partners’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	$498K	Sell	1,345 -95	-7%	-$34K	0.03%	147
2026 Q1	$462K	Sell	1,440 -542	-27%	-$182K	0.03%	151
2025 Q4	$665K	Sell	1,982 -168	-8%	-$55.9K	0.04%	138
2025 Q3	$706K	Hold	2,150	–	–	0.05%	130
2025 Q2	$653K	Hold	2,150	–	–	0.04%	129
2025 Q1	$591K	Hold	2,150	–	–	0.04%	130
2024 Q4	$623K	Sell	2,150 -27	-1%	-$7.88K	0.04%	131
2024 Q3	$616K	Sell	2,177 -69	-3%	-$18.8K	0.04%	173
2024 Q2	$601K	Buy	2,246 +168	+8%	+$43.5K	0.05%	126
2024 Q1	$540K	Buy	2,078 +1,729	+495%	+$428K	0.04%	143
2023 Q4	$82.8K	Hold	349	–	–	0.01%	300
2023 Q3	$74.1K	Hold	349	–	–	0.01%	342
2023 Q2	$76.9K	Sell	349 -2	-0.6%	-$417	0.01%	351
2023 Q1	$71.6K	Buy	351 +2	+0.6%	+$400	0.01%	367
2022 Q4	$66.7K	Hold	349	–	–	0.01%	372
2022 Q3	$63K	Hold	349	–	–	0.01%	300
2022 Q2	$66K	Hold	349	–	–	0.01%	312
2022 Q1	$79K	Hold	349	–	–	0.01%	310
2021 Q4	$84K	Hold	349	–	–	0.01%	295
2021 Q3	$77K	Sell	349 -70	-17%	-$16K	0.01%	292
2021 Q2	$93K	Hold	419	–	–	0.01%	278
2021 Q1	$87K	Buy	419 +70	+20%	+$14.2K	0.01%	276
2020 Q4	$68K	Hold	349	–	–	0.01%	287
2020 Q3	$59K	Hold	349	–	–	0.01%	278
2020 Q2	$55K	Hold	349	–	–	0.01%	283
2020 Q1	$45K	Hold	349	–	–	0.01%	292
2019 Q4	$57K	Hold	349	–	–	0.01%	301
2019 Q3	$51K	Hold	349	–	–	0.01%	302
2019 Q2	$51K	Sell	349 -176	-34%	-$25.9K	0.01%	302
2019 Q1	$76K	Sell	525 -10	-2%	-$1.4K	0.01%	264
2018 Q4	$68K	Buy	535 +176	+49%	+$24.3K	0.01%	262
2018 Q3	$54K	Buy	+359	New	+$52.8K	0.01%	306

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Baldwin Wealth Partners's VTI Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.6% in Q2 2026, selling an estimated $34K and leaving 1,345 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #147.

Baldwin Wealth Partners first reported a position in VTI in Q3 2018 and has held it in 32 quarters since. The position peaked at $706K in Q3 2025. 1,958 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Baldwin Wealth Partners held 1,345 shares of Vanguard Morningstar Total Stock Market ETF worth $498K as of Q2 2026.
Baldwin Wealth Partners sold 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #147 holding.
Baldwin Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
Baldwin Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $706K in Q3 2025.
1,958 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.