Brickley Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brickley Wealth Management’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	$1.93M	Buy	5,221 +1,020	+24%	+$365K	0.28%	25
2026 Q1	$1.35M	Buy	4,201 +39	+0.9%	+$13.1K	0.23%	21
2025 Q4	$1.4M	Buy	4,162 +176	+4%	+$58.5K	0.24%	21
2025 Q3	$1.31M	Buy	3,986 +206	+5%	+$65.1K	0.23%	23
2025 Q2	$1.15M	Buy	3,780 +128	+4%	+$36K	0.22%	23
2025 Q1	$1M	Buy	3,652 +150	+4%	+$43.6K	0.21%	24
2024 Q4	$1.01M	Buy	3,502 +204	+6%	+$59.5K	0.21%	25
2024 Q3	$934K	Buy	3,298 +671	+26%	+$183K	0.19%	26
2024 Q2	$703K	Buy	2,627 +260	+11%	+$67.3K	0.15%	28
2024 Q1	$615K	Buy	2,367 +181	+8%	+$44.8K	0.14%	30
2023 Q4	$519K	Buy	2,186 +322	+17%	+$71.2K	0.13%	30
2023 Q3	$396K	Buy	1,864 +857	+85%	+$190K	0.11%	29
2023 Q2	$222K	Sell	1,007 -22	-2%	-$4.59K	0.06%	38
2023 Q1	$210K	Buy	+1,029	New	+$206K	0.06%	38
2022 Q4	–	Sell	-1,310	Closed	-$235K	–	42
2022 Q3	$235K	Buy	+1,310	New	+$261K	0.08%	34
2022 Q2	–	Sell	-1,040	Closed	-$237K	–	49
2022 Q1	$237K	Sell	1,040 -19	-2%	-$4.27K	0.06%	44
2021 Q4	$256K	Buy	1,059 +98	+10%	+$23.1K	0.05%	42
2021 Q3	$213K	Buy	+961	New	+$219K	0.05%	43

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

Brickley Wealth Management's VTI Position: Q2 2026 in Review

Brickley Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, buying an estimated $365K and bringing the position to 5,221 shares worth $1.93M. The position accounts for 0.28% of the portfolio, ranked #25.

Brickley Wealth Management first reported a position in VTI in Q3 2021 and has held it in 18 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Brickley Wealth Management held 5,221 shares of Vanguard Morningstar Total Stock Market ETF worth $1.93M as of Q2 2026.
Brickley Wealth Management bought 1,020 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $365K.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Brickley Wealth Management's portfolio in Q2 2026, its #25 holding.
Brickley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 18 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.