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Bradley & Co Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bradley & Co Private Wealth Management’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
Q1 		$14.1M Buy
43,998
+1,197
+3% +$402K 7.44% 3
2025
Q4 		$14.3M Sell
42,801
-84
-0.2% -$27.9K 7.59% 3
2025
Q3 		$14.1M Buy
42,885
+328
+0.8% +$104K 7.79% 2
2025
Q2 		$12.9M Buy
42,557
+240
+0.6% +$67.5K 7.92% 1
2025
Q1 		$11.6M Sell
42,317
-286
-0.7% -$83.1K 7.94% 3
2024
Q4 		$12.3M Buy
+42,603
New +$12.4M 7.71% 2
2024
Q2 		$9.21M Buy
34,440
+12,825
+59% +$3.32M 6.81% 7
2024
Q1 		$5.62M Buy
21,615
+2,478
+13% +$613K 4.54% 11
2023
Q4 		$4.54M Sell
19,137
-3,396
-15% -$751K 4.2% 11
2023
Q3 		$4.79M Sell
22,533
-3,216
-12% -$712K 4.99% 10
2023
Q2 		$5.67M Buy
25,749
+1,387
+6% +$289K 5.62% 10
2023
Q1 		$4.97M Buy
24,362
+1,317
+6% +$264K 5.45% 11
2022
Q4 		$4.41M Buy
23,045
+5,165
+29% +$995K 5.36% 8
2022
Q3 		$3.21M Sell
17,880
-2,909
-14% -$580K 3.83% 11
2022
Q2 		$3.92M Buy
20,789
+2,248
+12% +$462K 4.32% 11
2022
Q1 		$4.22M Buy
18,541
+3,738
+25% +$841K 3.63% 12
2021
Q4 		$3.57M Buy
14,803
+144
+1% +$34K 2.86% 13
2021
Q3 		$3.25M Sell
14,659
-354
-2% -$80.7K 2.81% 13
2021
Q2 		$3.35M Buy
15,013
+225
+2% +$48.8K 2.92% 13
2021
Q1 		$3.06M Buy
+14,788
New +$2.99M 2.82% 13

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bradley & Co Private Wealth Management's VTI Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q1 2026, buying an estimated $402K and bringing the position to 43,998 shares worth $14.1M. The position accounts for 7.44% of the portfolio, ranked #3.

Bradley & Co Private Wealth Management first reported a position in VTI in Q1 2021 and has held it in 20 quarters since. The position peaked at $14.3M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bradley & Co Private Wealth Management held 43,998 shares of Vanguard Total Stock Market ETF worth $14.1M as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 1,197 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $402K.
  • Vanguard Total Stock Market ETF made up 7.44% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Bradley & Co Private Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Vanguard Total Stock Market ETF position peaked at $14.3M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.