BFS
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Bare Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bare Financial Services’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 		$3.42M Sell
9,241
-952
-9% -$340K 0.78% 24
2026
Q1 		$3.27M Sell
10,193
-435
-4% -$146K 0.86% 23
2025
Q4 		$3.56M Hold
10,628
– – 0.99% 23
2025
Q3 		$3.49M Sell
10,628
-155
-1% -$49K 1.04% 22
2025
Q2 		$3.28M Sell
10,783
-171
-2% -$48.1K 1.11% 20
2025
Q1 		$3.01M Hold
10,954
– – 1.16% 20
2024
Q4 		$3.17M Sell
10,954
-610
-5% -$178K 1.28% 20
2024
Q3 		$3.27M Buy
11,564
+60
+0.5% +$16.4K 1.34% 19
2024
Q2 		$3.14M Sell
11,504
-445
-4% -$115K 1.65% 20
2024
Q1 		$2.97M Sell
11,949
-566
-5% -$140K 2.85% 13
2023
Q4 		$2.97M Buy
+12,515
New +$2.77M 5.98% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bare Financial Services's VTI Position: Q2 2026 in Review

Bare Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.3% in Q2 2026, selling an estimated $340K and leaving 9,241 shares worth $3.42M. The position accounts for 0.78% of the portfolio, ranked #24.

Bare Financial Services first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.56M in Q4 2025. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bare Financial Services held 9,241 shares of Vanguard Morningstar Total Stock Market ETF worth $3.42M as of Q2 2026.
  • Bare Financial Services sold 952 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $340K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.78% of Bare Financial Services's portfolio in Q2 2026, its #24 holding.
  • Bare Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Bare Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $3.56M in Q4 2025.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.