E.S. Barr & Co
VTI icon

E.S. Barr & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

E.S. Barr & Co’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
Q3 		$202K Buy
+539
New +$202K 0.01% 115
2025
Q3 		– Sell
-664
Closed -$202K – 119
2025
Q2 		$202K Buy
+664
New +$187K 0.01% 114
2024
Q4 		– Sell
-868
Closed -$246K – 111
2024
Q3 		$246K Buy
+868
New +$237K 0.02% 94

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

E.S. Barr & Co's VTI Position: Q3 2026 in Review

E.S. Barr & Co opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 539 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #115 among its holdings. This is a return to the name: E.S. Barr & Co previously reported a position in VTI as recently as Q2 2025.

E.S. Barr & Co first reported a position in VTI in Q3 2024 and has held it in 3 quarters since. The position peaked at $246K in Q3 2024. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • E.S. Barr & Co held 539 shares of Vanguard Morningstar Total Stock Market ETF worth $202K as of Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new E.S. Barr & Co position in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of E.S. Barr & Co's portfolio in Q3 2026, its #115 holding.
  • E.S. Barr & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 3 quarters since.
  • E.S. Barr & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $246K in Q3 2024.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on E.S. Barr & Co's 13F filing for Q3 2026, filed 6 Nov 2026.