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Briaud Financial Planning’s Vanguard 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
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 $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 $11.5B AUM 18.72% 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

Briaud Financial Planning's VTI Position: Q1 2026 in Review

Briaud Financial Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 2% in Q1 2026, selling an estimated $3.75M and leaving 539,110 shares worth $173M. The position accounts for 45.34% of the portfolio, ranked #1.

Briaud Financial Planning first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $184M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Briaud Financial Planning held 539,110 shares of Vanguard Total Stock Market ETF worth $173M as of Q1 2026.
  • Briaud Financial Planning sold 11,163 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.75M.
  • Vanguard Total Stock Market ETF made up 45.34% of Briaud Financial Planning's portfolio in Q1 2026, its #1 holding.
  • Briaud Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Briaud Financial Planning's Vanguard Total Stock Market ETF position peaked at $184M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.