BFG
VTI icon

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
Q3 		$2.14M Sell
5,711
-95
-2% -$35.6K 1.04% 28
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Baron Financial Group's VTI Position: Q3 2026 in Review

Baron Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q3 2026, selling an estimated $35.6K and leaving 5,711 shares worth $2.14M. The position accounts for 1.04% of the portfolio, ranked #28.

Baron Financial Group first reported a position in VTI in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.15M in Q2 2026. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Baron Financial Group held 5,711 shares of Vanguard Morningstar Total Stock Market ETF worth $2.14M as of Q3 2026.
  • Baron Financial Group sold 95 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $35.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.04% of Baron Financial Group's portfolio in Q3 2026, its #28 holding.
  • Baron Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.15M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.