Brady Martz Wealth Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brady Martz Wealth Solutions’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	$15.7M	Sell	41,924 -825	-2%	-$309K	2.32%	10
2026 Q2	$15.8M	Sell	42,749 -1,846	-4%	-$660K	2.39%	10
2026 Q1	$14.3M	Buy	44,595 +10,252	+30%	+$3.44M	2.44%	9
2025 Q4	$11.5M	Hold	34,343	–	–	2.03%	13
2025 Q3	$11.3M	Hold	34,343	–	–	2.05%	11
2025 Q2	$10.4M	Buy	34,343 +100	+0.3%	+$28.1K	2.02%	12
2025 Q1	$9.41M	Buy	+34,243	New	+$9.9M	2.13%	9

Other funds holding VTI

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Brady Martz Wealth Solutions's VTI Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q3 2026, selling an estimated $309K and leaving 41,924 shares worth $15.7M. The position accounts for 2.32% of the portfolio, ranked #10.

Brady Martz Wealth Solutions first reported a position in VTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.8M in Q2 2026. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Brady Martz Wealth Solutions held 41,924 shares of Vanguard Morningstar Total Stock Market ETF worth $15.7M as of Q3 2026.
Brady Martz Wealth Solutions sold 825 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $309K.
Vanguard Morningstar Total Stock Market ETF made up 2.32% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #10 holding.
Brady Martz Wealth Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $15.8M in Q2 2026.
3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.