Baltimore-Washington Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.57M | Buy |
6,946
+1,889
| +37% | +$675K | 0.1% | 77 |
|
|
2026
Q1 | $1.62M | Buy |
5,057
+514
| +11% | +$172K | 0.07% | 77 |
|
|
2025
Q4 | $1.52M | Buy |
4,543
+213
| +5% | +$70.9K | 0.06% | 80 |
|
|
2025
Q3 | $1.42M | Sell |
4,330
-371
| -8% | -$117K | 0.06% | 87 |
|
|
2025
Q2 | $1.43M | Sell |
4,701
-945
| -17% | -$266K | 0.07% | 85 |
|
|
2025
Q1 | $1.55M | Buy |
5,646
+1,311
| +30% | +$381K | 0.08% | 79 |
|
|
2024
Q4 | $1.26M | Sell |
4,335
-180
| -4% | -$52.5K | 0.06% | 87 |
|
|
2024
Q3 | $1.28M | Sell |
4,515
-307
| -6% | -$83.7K | 0.07% | 87 |
|
|
2024
Q2 | $1.29M | Buy |
4,822
+2,669
| +124% | +$691K | 0.07% | 88 |
|
|
2024
Q1 | $560K | Sell |
2,153
-288
| -12% | -$71.3K | 0.03% | 100 |
|
|
2023
Q4 | $579K | Sell |
2,441
-45
| -2% | -$9.95K | 0.04% | 103 |
|
|
2023
Q3 | $528K | Buy |
2,486
+997
| +67% | +$221K | 0.04% | 108 |
|
|
2023
Q2 | $328K | Buy |
+1,489
| New | +$311K | 0.03% | 116 |
|
|
2023
Q1 | – | Sell |
-1,439
| Closed | -$275K | – | 146 |
|
|
2022
Q4 | $275K | Buy |
+1,439
| New | +$277K | 0.03% | 118 |
|
|
2021
Q3 | – | Sell |
-1,770
| Closed | -$394K | – | 136 |
|
|
2021
Q2 | $394K | Buy |
1,770
+292
| +20% | +$63.4K | 0.04% | 99 |
|
|
2021
Q1 | $305K | Buy |
1,478
+383
| +35% | +$77.5K | 0.03% | 105 |
|
|
2020
Q4 | $213K | Buy |
+1,095
| New | +$200K | 0.02% | 119 |
|
|
2020
Q3 | – | Sell |
-1,378
| Closed | -$215K | – | 141 |
|
|
2020
Q2 | $215K | Buy |
+1,378
| New | +$203K | 0.03% | 113 |
|
|
2016
Q2 | – | Sell |
-3,624
| Closed | -$379K | – | 83 |
|
|
2016
Q1 | $379K | Sell |
3,624
-203
| -5% | -$20.1K | 0.12% | 76 |
|
|
2015
Q4 | $399K | Buy |
3,827
+367
| +11% | +$38.7K | 0.12% | 81 |
|
|
2015
Q3 | $341K | Sell |
3,460
-1,698
| -33% | -$178K | 0.11% | 88 |
|
|
2015
Q2 | $552K | Sell |
5,158
-727
| -12% | -$79.3K | 0.16% | 81 |
|
|
2015
Q1 | $631K | Buy |
5,885
+472
| +9% | +$50.4K | 0.18% | 80 |
|
|
2014
Q4 | $574K | Buy |
5,413
+3,365
| +164% | +$348K | 0.17% | 84 |
|
|
2014
Q3 | $207K | Sell |
2,048
-120
| -6% | -$12.3K | 0.07% | 97 |
|
|
2014
Q2 | $221K | Buy |
2,168
+240
| +12% | +$23.7K | 0.07% | 107 |
|
|
2014
Q1 | $188K | Buy |
1,928
+424
| +28% | +$40.6K | 0.06% | 96 |
|
|
2013
Q4 | $144K | Buy |
1,504
+927
| +161% | +$85.3K | 0.05% | 117 |
|
|
2013
Q3 | $51K | Sell |
577
-33
| -5% | -$2.87K | 0.02% | 116 |
|
|
2013
Q2 | $50K | Buy |
+610
| New | +$50.6K | 0.02% | 104 |
|
Other funds holding VTI
RIM
WI
Baltimore-Washington Financial Advisors's VTI Position: Q2 2026 in Review
Baltimore-Washington Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 37% in Q2 2026, buying an estimated $675K and bringing the position to 6,946 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #77.
Baltimore-Washington Financial Advisors first reported a position in VTI in Q2 2013 and has held it in 30 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Baltimore-Washington Financial Advisors held 6,946 shares of Vanguard Morningstar Total Stock Market ETF worth $2.57M as of Q2 2026.
- Baltimore-Washington Financial Advisors bought 1,889 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $675K.
- Vanguard Morningstar Total Stock Market ETF made up 0.1% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #77 holding.
- Baltimore-Washington Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 30 quarters since.
- 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.