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 Q3	$2.09M	Buy	5,572 +19	+0.3%	+$7.12K	1%	22
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%	+$1.04K	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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Birchbrook's VTI Position: Q3 2026 in Review

Birchbrook increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q3 2026, buying an estimated $7.12K and bringing the position to 5,572 shares worth $2.09M. The position accounts for 1% of the portfolio, ranked #22.

Birchbrook first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Birchbrook held 5,572 shares of Vanguard Morningstar Total Stock Market ETF worth $2.09M as of Q3 2026.
Birchbrook bought 19 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.12K.
Vanguard Morningstar Total Stock Market ETF made up 1% of Birchbrook's portfolio in Q3 2026, its #22 holding.
Birchbrook first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.