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Birchbrook’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Birchbrook’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 		$2.05M Sell
5,553
-94
-2% -$33.6K 0.96% 22
2026
Q1 		$1.81M Hold
5,647
– – 0.89% 24
2025
Q4 		$1.89M Buy
5,647
+1
+0% +$333 0.94% 25
2025
Q3 		$1.85M Sell
5,646
-3
-0.1% -$948 0.96% 21
2025
Q2 		$1.72M Sell
5,649
-505
-8% -$142K 0.92% 22
2025
Q1 		$1.69M Hold
6,154
– – 0.95% 21
2024
Q4 		$1.78M Buy
6,154
+3
+0% +$875 1.01% 19
2024
Q3 		$1.74M Buy
6,151
+6,026
+4,821% +$1.64M 0.97% 22
2024
Q2 		$33.4K Buy
125
+4
+3% +$1.03K 0.02% 135
2024
Q1 		$31.4K Hold
121
– – 0.02% 140
2023
Q4 		$28.7K Buy
+121
New +$26.8K 0.02% 144

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

Birchbrook's VTI Position: Q2 2026 in Review

Birchbrook reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, selling an estimated $33.6K and leaving 5,553 shares worth $2.05M. The position accounts for 0.96% of the portfolio, ranked #22.

Birchbrook first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Birchbrook held 5,553 shares of Vanguard Morningstar Total Stock Market ETF worth $2.05M as of Q2 2026.
  • Birchbrook sold 94 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $33.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.96% of Birchbrook's portfolio in Q2 2026, its #22 holding.
  • Birchbrook first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.