AWC
VTI icon

Adamsbrown Wealth Consultants’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Adamsbrown Wealth Consultants’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 		$1.14M Buy
3,071
+776
+34% +$277K 0.21% 47
2026
Q1 		$736K Sell
2,295
-232
-9% -$77.8K 0.19% 54
2025
Q4 		$847K Buy
2,527
+306
+14% +$102K 0.24% 46
2025
Q3 		$729K Buy
2,221
+102
+5% +$32.2K 0.2% 45
2025
Q2 		$644K Sell
2,119
-164
-7% -$46.1K 0.19% 46
2025
Q1 		$627K Buy
2,283
+1
+0% +$291 0.2% 42
2024
Q4 		$661K Hold
2,282
– – 0.23% 40
2024
Q3 		$646K Sell
2,282
-49
-2% -$13.4K 0.22% 40
2024
Q2 		$624K Hold
2,331
– – 0.24% 37
2024
Q1 		$606K Hold
2,331
– – 0.25% 36
2023
Q4 		$553K Buy
2,331
+1
+0% +$221 0.24% 38
2023
Q3 		$495K Hold
2,330
– – 0.24% 37
2023
Q2 		$513K Sell
2,330
-14
-0.6% -$2.92K 0.27% 38
2023
Q1 		$479K Buy
2,344
+6
+0.3% +$1.2K 0.28% 37
2022
Q4 		$447K Sell
2,338
-3
-0.1% -$578 0.27% 44
2022
Q3 		$420K Sell
2,341
-110
-4% -$21.9K 0.32% 45
2022
Q2 		$462K Sell
2,451
-308
-11% -$63.3K 0.36% 43
2022
Q1 		$628K Buy
2,759
+16
+0.6% +$3.6K 0.5% 36
2021
Q4 		$662K Buy
+2,743
New +$648K 0.6% 34

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Adamsbrown Wealth Consultants's VTI Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 34% in Q2 2026, buying an estimated $277K and bringing the position to 3,071 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #47.

Adamsbrown Wealth Consultants first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Adamsbrown Wealth Consultants held 3,071 shares of Vanguard Morningstar Total Stock Market ETF worth $1.14M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 776 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $277K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #47 holding.
  • Adamsbrown Wealth Consultants first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.