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Braun Stacey Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Braun Stacey Associates’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 		$227K Sell
707
-20
-3% -$6.71K 0.01% 110
2025
Q4 		$244K Hold
727
– – 0.01% 109
2025
Q3 		$239K Sell
727
-230
-24% -$72.7K 0.01% 111
2025
Q2 		$291K Buy
+957
New +$269K 0.01% 108

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 $12.8B AUM 19.73% 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

Braun Stacey Associates's VTI Position: Q1 2026 in Review

Braun Stacey Associates reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q1 2026, selling an estimated $6.71K and leaving 707 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #110.

Braun Stacey Associates first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $291K in Q2 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Braun Stacey Associates held 707 shares of Vanguard Total Stock Market ETF worth $227K as of Q1 2026.
  • Braun Stacey Associates sold 20 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $6.71K.
  • Vanguard Total Stock Market ETF made up 0.01% of Braun Stacey Associates's portfolio in Q1 2026, its #110 holding.
  • Braun Stacey Associates first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Braun Stacey Associates's Vanguard Total Stock Market ETF position peaked at $291K in Q2 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.