BFS
VTI icon

Bare Financial Services’s Vanguard 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
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 $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 $11.5B AUM 18.72% 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

Bare Financial Services's VTI Position: Q1 2026 in Review

Bare Financial Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q1 2026, selling an estimated $146K and leaving 10,193 shares worth $3.27M. The position accounts for 0.86% of the portfolio, ranked #23.

Bare Financial Services first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bare Financial Services held 10,193 shares of Vanguard Total Stock Market ETF worth $3.27M as of Q1 2026.
  • Bare Financial Services sold 435 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $146K.
  • Vanguard Total Stock Market ETF made up 0.86% of Bare Financial Services's portfolio in Q1 2026, its #23 holding.
  • Bare Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Bare Financial Services's Vanguard Total Stock Market ETF position peaked at $3.56M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.