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

Briaud 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 		$206M Buy
556,358
+17,248
+3% +$6.17M 54.14% 1
2026
Q1 		$173M Sell
539,110
-11,163
-2% -$3.75M 45.34% 1
2025
Q4 		$184M Buy
550,273
+210,827
+62% +$70.1M 45.45% 1
2025
Q3 		$111M Buy
339,446
+37,319
+12% +$11.8M 36.4% 1
2025
Q2 		$91.8M Sell
302,127
-4,380
-1% -$1.23M 36.21% 1
2025
Q1 		$84.2M Buy
306,507
+7,721
+3% +$2.24M 33.47% 1
2024
Q4 		$86.6M Buy
298,786
+99,001
+50% +$28.9M 35.3% 1
2024
Q3 		$56.6M Buy
199,785
+4,004
+2% +$1.09M 29.21% 2
2024
Q2 		$52.4M Buy
195,781
+27,175
+16% +$7.03M 30.23% 2
2024
Q1 		$43.8M Buy
168,606
+124,511
+282% +$30.8M 24.91% 2
2023
Q4 		$10.5M Buy
44,095
+10,339
+31% +$2.29M 8.92% 3
2023
Q3 		$7.17M Buy
33,756
+321
+1% +$71.1K 5.81% 4
2023
Q2 		$7.37M Buy
33,435
+940
+3% +$196K 6.95% 3
2023
Q1 		$6.63M Buy
32,495
+109
+0.3% +$21.8K 6.28% 3
2022
Q4 		$6.19M Buy
32,386
+610
+2% +$118K 5.01% 3
2022
Q3 		$6.21M Buy
31,776
+22,074
+228% +$4.4M 5.52% 3
2022
Q2 		$1.83M Buy
9,702
+1,110
+13% +$228K 1.2% 7
2022
Q1 		$1.96M Sell
8,592
-5,796
-40% -$1.3M 1.12% 8
2021
Q4 		$3.47M Buy
14,388
+7,063
+96% +$1.67M 1.89% 8
2021
Q3 		$1.63M Buy
7,325
+2,734
+60% +$623K 1.07% 9
2021
Q2 		$1.02M Buy
4,591
+1,645
+56% +$357K 0.68% 8
2021
Q1 		$609K Buy
+2,946
New +$596K 0.45% 10

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Briaud Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, buying an estimated $6.17M and bringing the position to 556,358 shares worth $206M. The position accounts for 54.14% of the portfolio, ranked #1.

Briaud Financial Planning first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Briaud Financial Planning held 556,358 shares of Vanguard Morningstar Total Stock Market ETF worth $206M as of Q2 2026.
  • Briaud Financial Planning bought 17,248 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.17M.
  • Vanguard Morningstar Total Stock Market ETF made up 54.14% of Briaud Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Briaud Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.