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Brass Tax Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Brass Tax 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
2025
Q3 		$28.4M Sell
86,520
-251
-0.3% -$79.3K 4.72% 5
2025
Q2 		$26.4M Buy
86,771
+158
+0.2% +$44.4K 5.08% 4
2025
Q1 		$23.8M Sell
86,613
-799
-0.9% -$232K 5% 4
2024
Q4 		$25.3M Sell
87,412
-932
-1% -$272K 5.33% 3
2024
Q3 		$25M Sell
88,344
-412
-0.5% -$112K 5.36% 4
2024
Q2 		$23.7M Sell
88,756
-709
-0.8% -$184K 10.26% 2
2024
Q1 		$23.3M Buy
+89,465
New +$22.1M 12.12% 1

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Brass Tax Wealth Management's VTI Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.29% in Q3 2025, selling an estimated $79.3K and leaving 86,520 shares worth $28.4M. The position accounts for 4.72% of the portfolio, ranked #5.

Brass Tax Wealth Management first reported a position in VTI in Q1 2024 and has held it in 7 quarters since. 3,246 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Brass Tax Wealth Management held 86,520 shares of Vanguard Total Stock Market ETF worth $28.4M as of Q3 2025.
  • Brass Tax Wealth Management sold 251 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $79.3K.
  • Vanguard Total Stock Market ETF made up 4.72% of Brass Tax Wealth Management's portfolio in Q3 2025, its #5 holding.
  • Brass Tax Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 7 quarters since.
  • 3,246 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.