Howard Bailey Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Howard Bailey Securities’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	$299K	Buy	809 +28	+4%	+$10K	0.11%	86
2026 Q1	$251K	Sell	781 -3,025	-79%	-$1.01M	0.1%	107
2025 Q4	$1.28M	Sell	3,806 -3,242	-46%	-$1.08M	0.5%	38
2025 Q3	$2.31M	Buy	7,048 +6	+0.1%	+$1.9K	0.66%	40
2025 Q2	$2.14M	Buy	7,042 +3,064	+77%	+$862K	0.66%	39
2025 Q1	$1.09M	Buy	3,978 +2,855	+254%	+$829K	0.36%	54
2024 Q4	$326K	Sell	1,123 -171	-13%	-$49.9K	0.12%	112
2024 Q3	$366K	Buy	+1,294	New	+$353K	0.14%	104

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

Howard Bailey Securities's VTI Position: Q2 2026 in Review

Howard Bailey Securities increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, buying an estimated $10K and bringing the position to 809 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #86.

Howard Bailey Securities first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q3 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Howard Bailey Securities held 809 shares of Vanguard Morningstar Total Stock Market ETF worth $299K as of Q2 2026.
Howard Bailey Securities bought 28 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Howard Bailey Securities's portfolio in Q2 2026, its #86 holding.
Howard Bailey Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's Vanguard Morningstar Total Stock Market ETF position peaked at $2.31M in Q3 2025.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.