Bawa N Mallick Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bawa N Mallick Trust’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	$8.96M	Buy	24,202 +202	+0.8%	+$72.2K	2.9%	7
2026 Q1	$7.7M	Hold	24,000	–	–	3.15%	5
2025 Q4	$8.05M	Hold	24,000	–	–	2.99%	7
2025 Q3	$7.88M	Hold	24,000	–	–	2.98%	7
2025 Q2	$7.29M	Hold	24,000	–	–	3.01%	7
2025 Q1	$6.6M	Hold	24,000	–	–	3.12%	6
2024 Q4	$6.96M	Buy	+24,000	New	+$7M	3.05%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bawa N Mallick Trust's VTI Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.84% in Q2 2026, buying an estimated $72.2K and bringing the position to 24,202 shares worth $8.96M. The position accounts for 2.9% of the portfolio, ranked #7.

Bawa N Mallick Trust first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bawa N Mallick Trust held 24,202 shares of Vanguard Morningstar Total Stock Market ETF worth $8.96M as of Q2 2026.
Bawa N Mallick Trust bought 202 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $72.2K.
Vanguard Morningstar Total Stock Market ETF made up 2.9% of Bawa N Mallick Trust's portfolio in Q2 2026, its #7 holding.
Bawa N Mallick Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.