Brewster Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brewster Financial Planning’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	$505K	Sell	1,365 -102	-7%	-$36.5K	0.28%	18
2026 Q1	$471K	Sell	1,467 -14	-0.9%	-$4.7K	0.28%	17
2025 Q4	$497K	Hold	1,481	–	–	0.31%	17
2025 Q3	$486K	Hold	1,481	–	–	0.31%	16
2025 Q2	$450K	Hold	1,481	–	–	0.3%	16
2025 Q1	$407K	Buy	1,481 +725	+96%	+$211K	0.3%	16
2024 Q4	$219K	Hold	756	–	–	0.17%	24
2024 Q3	$214K	Hold	756	–	–	0.17%	19
2024 Q2	$202K	Buy	+756	New	+$196K	0.17%	18

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brewster Financial Planning's VTI Position: Q2 2026 in Review

Brewster Financial Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7% in Q2 2026, selling an estimated $36.5K and leaving 1,365 shares worth $505K. The position accounts for 0.28% of the portfolio, ranked #18.

Brewster Financial Planning first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Brewster Financial Planning held 1,365 shares of Vanguard Morningstar Total Stock Market ETF worth $505K as of Q2 2026.
Brewster Financial Planning sold 102 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Brewster Financial Planning's portfolio in Q2 2026, its #18 holding.
Brewster Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.