Brian Low Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Brian Low Financial Group’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 Q4	–	Sell	-861	Closed	-$282K	–	124
2025 Q3	$282K	Buy	+861	New	+$272K	0.22%	89

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Align Financial Hermantown, Minnesota $202M AUM

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 $12.8B AUM 19.73% 1-Year Est. Return

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

Brian Low Financial Group's VTI Position: Q4 2025 in Review

Brian Low Financial Group sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 861 shares — an estimated $282K sold.

Brian Low Financial Group first reported a position in VTI in Q3 2025 and held it in 1 quarter. The position peaked at $282K in Q3 2025. 3,568 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Brian Low Financial Group reported no remaining Vanguard Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Brian Low Financial Group sold 861 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $282K.
Brian Low Financial Group first reported a position in Vanguard Total Stock Market ETF in Q3 2025 and held it in 1 quarter.
Brian Low Financial Group's Vanguard Total Stock Market ETF position peaked at $282K in Q3 2025.
3,568 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Brian Low Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.