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Bank of Marin’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bank of Marin’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
Q1 		$800K Sell
2,493
-204
-8% -$68.4K 0.58% 54
2025
Q4 		$904K Sell
2,697
-11
-0.4% -$3.66K 0.62% 48
2025
Q3 		$889K Hold
2,708
– – 0.63% 47
2025
Q2 		$823K Buy
+2,708
New +$762K 0.62% 47
2025
Q1 		– Sell
-3,098
Closed -$898K – 121
2024
Q4 		$898K Sell
3,098
-24
-0.8% -$7K 0.71% 42
2024
Q3 		$884K Sell
3,122
-21
-0.7% -$5.73K 0.71% 44
2024
Q2 		$841K Sell
3,143
-55
-2% -$14.2K 0.72% 43
2024
Q1 		$831K Sell
3,198
-178
-5% -$44K 0.73% 43
2023
Q4 		$801K Buy
3,376
+36
+1% +$7.96K 0.72% 44
2023
Q3 		$709K Hold
3,340
– – 0.69% 45
2023
Q2 		$736K Sell
3,340
-364
-10% -$75.9K 0.69% 49
2023
Q1 		$756K Sell
3,704
-3,798
-51% -$760K 0.72% 48
2022
Q4 		$1.43M Sell
7,502
-10
-0.1% -$1.93K 1.35% 18
2022
Q3 		$1.35M Hold
7,512
– – 1.33% 18
2022
Q2 		$1.42M Sell
7,512
-113
-1% -$23.2K 1.25% 23
2022
Q1 		$1.74M Sell
7,625
-346
-4% -$77.8K 1.26% 20
2021
Q4 		$1.93M Sell
7,971
-1,147
-13% -$271K 1.28% 18
2021
Q3 		$2.02M Sell
9,118
-148
-2% -$33.7K 1.48% 16
2021
Q2 		$2.06M Sell
9,266
-275
-3% -$59.7K 1.51% 15
2021
Q1 		$1.97M Sell
9,541
-739
-7% -$150K 1.56% 15
2020
Q4 		$2M Sell
10,280
-1,212
-11% -$222K 1.68% 9
2020
Q3 		$1.96M Sell
11,492
-313
-3% -$52.6K 2.01% 8
2020
Q2 		$1.85M Sell
11,805
-995
-8% -$147K 2.11% 7
2020
Q1 		$1.65M Sell
12,800
-5,057
-28% -$782K 2.25% 6
2019
Q4 		$2.92M Buy
+17,857
New +$2.8M 2.95% 3

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Marin's VTI Position: Q1 2026 in Review

Bank of Marin reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.6% in Q1 2026, selling an estimated $68.4K and leaving 2,493 shares worth $800K. The position accounts for 0.58% of the portfolio, ranked #54.

Bank of Marin first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.92M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bank of Marin held 2,493 shares of Vanguard Total Stock Market ETF worth $800K as of Q1 2026.
  • Bank of Marin sold 204 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $68.4K.
  • Vanguard Total Stock Market ETF made up 0.58% of Bank of Marin's portfolio in Q1 2026, its #54 holding.
  • Bank of Marin first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • Bank of Marin's Vanguard Total Stock Market ETF position peaked at $2.92M in Q4 2019.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.