Bray Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bray Capital Advisors’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
2024 Q4	$173K	Hold	596	–	–	0.05%	134
2024 Q3	$169K	Hold	596	–	–	0.04%	138
2024 Q2	$159K	Buy	596 +11	+2%	+$2.85K	0.04%	134
2024 Q1	$152K	Buy	585 +1	+0.2%	+$247	0.04%	143
2023 Q4	$139K	Hold	584	–	–	0.04%	144
2023 Q3	$124K	Hold	584	–	–	0.04%	143
2023 Q2	$129K	Hold	584	–	–	0.04%	148
2023 Q1	$119K	Hold	584	–	–	0.03%	154
2022 Q4	$112K	Hold	584	–	–	0.03%	155
2022 Q3	$105K	Hold	584	–	–	0.03%	153
2022 Q2	$110K	Hold	584	–	–	0.03%	155
2022 Q1	$133K	Hold	584	–	–	0.03%	151
2021 Q4	$141K	Hold	584	–	–	0.03%	152
2021 Q3	$130K	Hold	584	–	–	0.03%	151
2021 Q2	$130K	Hold	584	–	–	0.03%	150
2021 Q1	$121K	Buy	584 +37	+7%	+$7.49K	0.03%	156
2020 Q4	$106K	Hold	547	–	–	0.03%	154
2020 Q3	$93K	Hold	547	–	–	0.03%	154
2020 Q2	$86K	Hold	547	–	–	0.03%	158
2020 Q1	$71K	Buy	547 +48	+10%	+$7.42K	0.03%	159
2019 Q4	$82K	Hold	499	–	–	0.03%	167
2019 Q3	$75K	Hold	499	–	–	0.03%	169
2019 Q2	$75K	Hold	499	–	–	0.03%	185
2019 Q1	$72K	Buy	499 +302	+153%	+$42.1K	0.03%	186
2018 Q4	$25K	Buy	197 +60	+44%	+$8.28K	0.01%	224
2018 Q3	$21K	Hold	137	–	–	0.01%	237
2018 Q2	$19K	Buy	137 +28	+26%	+$3.91K	0.01%	289
2018 Q1	$15K	Buy	+109	New	+$15.3K	0.01%	300
2015 Q4	–	Sell	-55	Closed	-$5K	–	307
2015 Q3	$5K	Hold	55	–	–	﹤0.01%	358
2015 Q2	$6K	Buy	+55	New	+$6K	﹤0.01%	382

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bray Capital Advisors's VTI Position: Q4 2024 in Review

Bray Capital Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q4 2024 at 596 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #134.

Bray Capital Advisors first reported a position in VTI in Q2 2015 and has held it in 30 quarters since. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Bray Capital Advisors held 596 shares of Vanguard Total Stock Market ETF worth $173K as of Q4 2024.
Bray Capital Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q4 2024.
Vanguard Total Stock Market ETF made up 0.05% of Bray Capital Advisors's portfolio in Q4 2024, its #134 holding.
Bray Capital Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2015 and has held it in 30 quarters since.
3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.