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Barlow Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Barlow Wealth Partners’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 		$809K Hold
2,196
– – 0.09% 68
2026
Q1 		$770K Hold
2,196
– – 0.09% 66
2025
Q4 		$752K Hold
2,196
– – 0.08% 69
2025
Q3 		$722K Sell
2,196
-101
-4% -$31.9K 0.08% 69
2025
Q2 		$702K Hold
2,297
– – 0.08% 67
2025
Q1 		$622K Buy
2,297
+31
+1% +$9.01K 0.08% 73
2024
Q4 		$666K Hold
2,266
– – 0.08% 72
2024
Q3 		$635K Hold
2,266
– – 0.08% 77
2024
Q2 		$606K Hold
2,266
– – 0.08% 76
2024
Q1 		$573K Buy
2,266
+91
+4% +$22.5K 0.08% 80
2023
Q4 		$516K Buy
+2,175
New +$481K 0.07% 85

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Barlow Wealth Partners's VTI Position: Q2 2026 in Review

Barlow Wealth Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,196 shares worth $809K. The position accounts for 0.09% of the portfolio, ranked #68.

Barlow Wealth Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Barlow Wealth Partners held 2,196 shares of Vanguard Morningstar Total Stock Market ETF worth $809K as of Q2 2026.
  • Barlow Wealth Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Barlow Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Barlow Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.