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Brainard Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brainard Capital 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
2023
Q1 		$1.13M Buy
5,514
+14
+0.3% +$2.8K 0.86% 26
2022
Q4 		$1.05M Buy
+5,500
New +$1.06M 0.89% 24

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brainard Capital Management's VTI Position: Q1 2023 in Review

Brainard Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q1 2023, buying an estimated $2.8K and bringing the position to 5,514 shares worth $1.13M. The position accounts for 0.86% of the portfolio, ranked #26.

Brainard Capital Management first reported a position in VTI in Q4 2022 and has held it in 2 quarters since. 2,331 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Brainard Capital Management held 5,514 shares of Vanguard Morningstar Total Stock Market ETF worth $1.13M as of Q1 2023.
  • Brainard Capital Management bought 14 Vanguard Morningstar Total Stock Market ETF shares in Q1 2023, an estimated $2.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.86% of Brainard Capital Management's portfolio in Q1 2023, its #26 holding.
  • Brainard Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.