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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
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 +$9.95M 2.13% 9

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

Brady Martz Wealth Solutions's VTI Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, selling an estimated $660K and leaving 42,749 shares worth $15.8M. The position accounts for 2.39% of the portfolio, ranked #10.

Brady Martz Wealth Solutions first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 1,812 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Brady Martz Wealth Solutions held 42,749 shares of Vanguard Morningstar Total Stock Market ETF worth $15.8M as of Q2 2026.
  • Brady Martz Wealth Solutions sold 1,846 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $660K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.39% of Brady Martz Wealth Solutions's portfolio in Q2 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 6 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.