Barnes Dennig Private Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Barnes Dennig Private Wealth Management’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	$48.5K	Buy	131 +56	+75%	+$20K	0.04%	157
2026 Q1	$24.1K	Hold	75	–	–	0.02%	194
2025 Q4	$25.1K	Buy	75 +4	+6%	+$1.33K	0.03%	191
2025 Q3	$23.3K	Hold	71	–	–	0.03%	186
2025 Q2	$21.6K	Buy	71 +2	+3%	+$563	0.03%	160
2025 Q1	$19K	Buy	+69	New	+$20K	0.03%	103

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Barnes Dennig Private Wealth Management's VTI Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 75% in Q2 2026, buying an estimated $20K and bringing the position to 131 shares worth $48.5K. The position accounts for 0.04% of the portfolio, ranked #157.

Barnes Dennig Private Wealth Management first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Barnes Dennig Private Wealth Management held 131 shares of Vanguard Morningstar Total Stock Market ETF worth $48.5K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 56 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #157 holding.
Barnes Dennig Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.