BIM
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Barton Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Barton Investment 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 		$3.93M Hold
10,617
– – 0.53% 20
2026
Q1 		$3.41M Sell
10,617
-135
-1% -$45.3K 0.43% 23
2025
Q4 		$3.6M Hold
10,752
– – 0.39% 22
2025
Q3 		$3.53M Sell
10,752
-300
-3% -$94.8K 0.36% 22
2025
Q2 		$3.36M Sell
11,052
-665
-6% -$187K 0.35% 21
2025
Q1 		$3.22M Sell
11,717
-300
-2% -$87.2K 0.4% 20
2024
Q4 		$3.48M Sell
12,017
-135
-1% -$39.4K 0.37% 21
2024
Q3 		$3.44M Sell
12,152
-424
-3% -$116K 0.43% 20
2024
Q2 		$3.36M Sell
12,576
-120
-0.9% -$31.1K 0.45% 20
2024
Q1 		$3.3M Sell
12,696
-188
-1% -$46.5K 0.4% 19
2023
Q4 		$3.06M Hold
12,884
– – 0.4% 20
2023
Q3 		$2.74M Sell
12,884
-542
-4% -$120K 0.44% 19
2023
Q2 		$2.96M Sell
13,426
-160
-1% -$33.4K 0.44% 19
2023
Q1 		$2.77M Buy
13,586
+216
+2% +$43.2K 0.49% 19
2022
Q4 		$2.56M Hold
13,370
– – 0.5% 21
2022
Q3 		$2.4M Buy
13,370
+7
+0.1% +$1.4K 0.49% 22
2022
Q2 		$2.52M Buy
13,363
+348
+3% +$71.5K 0.51% 21
2022
Q1 		$2.96M Sell
13,015
-1,214
-9% -$273K 0.38% 21
2021
Q4 		$3.44M Hold
14,229
– – 0.3% 19
2021
Q3 		$3.16M Hold
14,229
– – 0.26% 19
2021
Q2 		$3.17M Hold
14,229
– – 0.26% 19
2021
Q1 		$2.94M Buy
14,229
+245
+2% +$49.6K 0.27% 20
2020
Q4 		$2.72M Hold
13,984
– – 0.23% 19
2020
Q3 		$2.38M Hold
13,984
– – 0.23% 19
2020
Q2 		$2.19M Buy
13,984
+60
+0.4% +$8.85K 0.22% 20
2020
Q1 		$1.79M Buy
13,924
+129
+0.9% +$19.9K 0.28% 20
2019
Q4 		$2.26M Hold
13,795
– – 0.35% 18
2019
Q3 		$2.08M Hold
13,795
– – 0.35% 19
2019
Q2 		$2.07M Buy
13,795
+65
+0.5% +$9.57K 0.31% 20
2019
Q1 		$1.99M Buy
13,730
+6,670
+94% +$931K 0.33% 20
2018
Q4 		$901K Buy
7,060
+285
+4% +$39.3K 0.18% 22
2018
Q3 		$1.01M Hold
6,775
– – 0.16% 22
2018
Q2 		$951K Hold
6,775
– – 0.15% 22
2018
Q1 		$920K Buy
6,775
+500
+8% +$70.1K 0.17% 21
2017
Q4 		$861K Buy
6,275
+640
+11% +$85.6K 0.19% 22
2017
Q3 		$730K Buy
+5,635
New +$714K 0.17% 25

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Barton Investment Management's VTI Position: Q2 2026 in Review

Barton Investment Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 10,617 shares worth $3.93M. The position accounts for 0.53% of the portfolio, ranked #20.

Barton Investment Management first reported a position in VTI in Q3 2017 and has held it in 36 quarters since. 840 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Barton Investment Management held 10,617 shares of Vanguard Total Stock Market ETF worth $3.93M as of Q2 2026.
  • Barton Investment Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.53% of Barton Investment Management's portfolio in Q2 2026, its #20 holding.
  • Barton Investment Management first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
  • 840 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.