Bauman Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$463K Buy
1,251
+93
+8% +$33.3K 0.25% 54
2026
Q1
$372K Sell
1,158
-15
-1% -$5.03K 0.26% 52
2025
Q4
$393K Buy
+1,173
New +$390K 0.32% 42

Other funds holding VTI

Bauman Advisory Group's VTI Position: Q2 2026 in Review

Bauman Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,251 shares worth $463K. The position accounts for 0.25% of the portfolio, ranked #54.

Bauman Advisory Group first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bauman Advisory Group held 1,251 shares of Vanguard Morningstar Total Stock Market ETF worth $463K as of Q2 2026.
  • Bauman Advisory Group bought 93 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Bauman Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Bauman Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.