BayBridge Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BayBridge Capital 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	$11.3M	Buy	30,601 +3,083	+11%	+$1.1M	5.9%	2
2026 Q1	$9.23M	Hold	27,518	–	–	5.72%	2
2025 Q4	$9.23M	Sell	27,518 -914	-3%	-$304K	5.72%	2
2025 Q3	$9.33M	Buy	28,432 +565	+2%	+$178K	5.95%	2
2025 Q2	$8.47M	Buy	27,867 +1,143	+4%	+$321K	5.44%	2
2025 Q1	$7.34M	Buy	26,724 +4,853	+22%	+$1.41M	5.28%	2
2024 Q4	$6.34M	Buy	21,871 +3,215	+17%	+$938K	4.6%	4
2024 Q3	$5.28M	Buy	18,656 +121	+0.7%	+$33K	3.8%	5
2024 Q2	$4.96M	Buy	18,535 +98	+0.5%	+$25.4K	3.88%	5
2024 Q1	$4.57M	Sell	18,437 -183	-1%	-$45.3K	3.98%	5
2023 Q4	$4.42M	Buy	+18,620	New	+$4.12M	4.1%	5

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

BayBridge Capital Group's VTI Position: Q2 2026 in Review

BayBridge Capital Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $1.1M and bringing the position to 30,601 shares worth $11.3M. The position accounts for 5.9% of the portfolio, ranked #2.

BayBridge Capital Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BayBridge Capital Group held 30,601 shares of Vanguard Morningstar Total Stock Market ETF worth $11.3M as of Q2 2026.
BayBridge Capital Group bought 3,083 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.1M.
Vanguard Morningstar Total Stock Market ETF made up 5.9% of BayBridge Capital Group's portfolio in Q2 2026, its #2 holding.
BayBridge Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.