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Baring Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Baring Financial’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
Q3 		$269K Buy
720
+89
+14% +$33.4K 0.14% 69
2026
Q2 		$234K Buy
+631
New +$226K 0.13% 75

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Baring Financial's VTI Position: Q3 2026 in Review

Baring Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q3 2026, buying an estimated $33.4K and bringing the position to 720 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #69.

Baring Financial first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Baring Financial held 720 shares of Vanguard Morningstar Total Stock Market ETF worth $269K as of Q3 2026.
  • Baring Financial bought 89 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $33.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Baring Financial's portfolio in Q3 2026, its #69 holding.
  • Baring Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.