BFG
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Baron Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Baron Financial Group’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 		$2.15M Sell
5,806
-81
-1% -$29K 1.03% 29
2026
Q1 		$1.89M Sell
5,887
-72
-1% -$24.2K 1.02% 30
2025
Q4 		$2M Sell
5,959
-40
-0.7% -$13.3K 1.07% 31
2025
Q3 		$1.97M Sell
5,999
-91
-1% -$28.7K 1.08% 30
2025
Q2 		$1.85M Sell
6,090
-145
-2% -$40.8K 1.09% 29
2025
Q1 		$1.71M Sell
6,235
-50
-0.8% -$14.5K 1.08% 29
2024
Q4 		$1.82M Sell
6,285
-50
-0.8% -$14.6K 1.13% 28
2024
Q3 		$1.79M Hold
6,335
– – 1.1% 28
2024
Q2 		$1.69M Hold
6,335
– – 1.08% 28
2024
Q1 		$1.65M Sell
6,335
-300
-5% -$74.2K 1.02% 30
2023
Q4 		$1.57M Sell
6,635
-135
-2% -$29.8K 1% 30
2023
Q3 		$1.44M Buy
6,770
+431
+7% +$95.4K 0.93% 31
2023
Q2 		$1.4M Hold
6,339
– – 0.86% 33
2023
Q1 		$1.29M Sell
6,339
-30
-0.5% -$6K 0.82% 32
2022
Q4 		$1.22M Sell
6,369
-303
-5% -$58.4K 0.81% 33
2022
Q3 		$1.2M Sell
6,672
-75
-1% -$14.9K 0.81% 36
2022
Q2 		$1.27M Sell
6,747
-60
-0.9% -$12.3K 0.84% 29
2022
Q1 		$1.55M Hold
6,807
– – 0.9% 28
2021
Q4 		$1.64M Sell
6,807
-25
-0.4% -$5.9K 0.93% 29
2021
Q3 		$1.52M Sell
6,832
-217
-3% -$49.5K 0.92% 29
2021
Q2 		$1.57M Sell
7,049
-165
-2% -$35.8K 0.98% 28
2021
Q1 		$1.49M Sell
7,214
-690
-9% -$140K 1.03% 28
2020
Q4 		$1.54M Sell
7,904
-24
-0.3% -$4.39K 1.23% 22
2020
Q3 		$1.35M Buy
+7,928
New +$1.33M 1.27% 21

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

Baron Financial Group's VTI Position: Q2 2026 in Review

Baron Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $29K and leaving 5,806 shares worth $2.15M. The position accounts for 1.03% of the portfolio, ranked #29.

Baron Financial Group first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Baron Financial Group held 5,806 shares of Vanguard Morningstar Total Stock Market ETF worth $2.15M as of Q2 2026.
  • Baron Financial Group sold 81 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $29K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.03% of Baron Financial Group's portfolio in Q2 2026, its #29 holding.
  • Baron Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.