BRG
VTI icon

Bay Rivers Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bay Rivers 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
Q2 		$2.22M Sell
6,009
-15
-0.2% -$5.36K 0.76% 34
2026
Q1 		$1.93M Sell
6,024
-5
-0.1% -$1.68K 0.81% 34
2025
Q4 		$2.02M Sell
6,029
-29
-0.5% -$9.65K 0.82% 35
2025
Q3 		$1.99M Hold
6,058
– – 0.84% 35
2025
Q2 		$1.84M Buy
6,058
+352
+6% +$99K 0.84% 35
2025
Q1 		$1.57M Sell
5,706
-568
-9% -$165K 0.82% 34
2024
Q4 		$1.82M Sell
6,274
-21
-0.3% -$6.13K 0.88% 33
2024
Q3 		$1.78M Hold
6,295
– – 0.89% 35
2024
Q2 		$1.68M Sell
6,295
-17
-0.3% -$4.4K 0.88% 34
2024
Q1 		$1.64M Sell
6,312
-17
-0.3% -$4.21K 0.9% 34
2023
Q4 		$1.5M Sell
6,329
-27
-0.4% -$5.97K 0.94% 34
2023
Q3 		$1.35M Sell
6,356
-14
-0.2% -$3.1K 1.04% 33
2023
Q2 		$1.4M Hold
6,370
– – 1.05% 33
2023
Q1 		$1.3M Sell
6,370
-29
-0.5% -$5.8K 1.14% 30
2022
Q4 		$1.22M Sell
6,399
-113
-2% -$21.8K 1.24% 27
2022
Q3 		$1.17M Sell
6,512
-3,972
-38% -$792K 1.17% 30
2022
Q2 		$1.98M Buy
10,484
+5,894
+128% +$1.21M 1.76% 25
2022
Q1 		$1.04M Sell
4,590
-144
-3% -$32.4K 0.75% 40
2021
Q4 		$1.14M Sell
4,734
-124
-3% -$29.3K 0.7% 48
2021
Q3 		$1.08M Hold
4,858
– – 0.73% 49
2021
Q2 		$1.08M Sell
4,858
-94
-2% -$20.4K 0.77% 48
2021
Q1 		$1.02M Sell
4,952
-135
-3% -$27.3K 0.8% 46
2020
Q4 		$990K Sell
5,087
-268
-5% -$49K 0.83% 43
2020
Q3 		$912K Sell
5,355
-55
-1% -$9.25K 0.86% 38
2020
Q2 		$847K Sell
5,410
-36
-0.7% -$5.31K 0.88% 37
2020
Q1 		$702K Sell
5,446
-87
-2% -$13.5K 0.99% 29
2019
Q4 		$905K Buy
+5,533
New +$867K 0.88% 35

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Bay Rivers Group's VTI Position: Q2 2026 in Review

Bay Rivers Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q2 2026, selling an estimated $5.36K and leaving 6,009 shares worth $2.22M. The position accounts for 0.76% of the portfolio, ranked #34.

Bay Rivers Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,909 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bay Rivers Group held 6,009 shares of Vanguard Morningstar Total Stock Market ETF worth $2.22M as of Q2 2026.
  • Bay Rivers Group sold 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.76% of Bay Rivers Group's portfolio in Q2 2026, its #34 holding.
  • Bay Rivers Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.