Bay Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bay Capital Advisors’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	$539K	Buy	1,456 +7	+0.5%	+$2.5K	0.29%	64
2026 Q1	$465K	Sell	1,449 -1,450	-50%	-$486K	0.29%	63
2025 Q4	$972K	Buy	2,899 +93	+3%	+$30.9K	0.59%	32
2025 Q3	$921K	Hold	2,806	–	–	0.6%	31
2025 Q2	$853K	Sell	2,806 -1	-0%	-$281	0.65%	32
2025 Q1	$771K	Sell	2,807 -73	-3%	-$21.2K	0.64%	34
2024 Q4	$835K	Buy	+2,880	New	+$840K	0.67%	32

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

Bay Capital Advisors's VTI Position: Q2 2026 in Review

Bay Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.48% in Q2 2026, buying an estimated $2.5K and bringing the position to 1,456 shares worth $539K. The position accounts for 0.29% of the portfolio, ranked #64.

Bay Capital Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $972K in Q4 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bay Capital Advisors held 1,456 shares of Vanguard Morningstar Total Stock Market ETF worth $539K as of Q2 2026.
Bay Capital Advisors bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Bay Capital Advisors's portfolio in Q2 2026, its #64 holding.
Bay Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $972K in Q4 2025.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.