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Brio Consultants’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brio Consultants’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 		$3.16M Sell
8,544
-107
-1% -$38.3K 0.37% 47
2026
Q1 		$3.09M Buy
8,651
+113
+1% +$37.9K 0.38% 47
2025
Q4 		$2.86M Sell
8,538
-160
-2% -$53.2K 0.37% 46
2025
Q3 		$2.85M Sell
8,698
-297
-3% -$93.8K 0.39% 43
2025
Q2 		$2.73M Sell
8,995
-2,507
-22% -$705K 0.4% 43
2025
Q1 		$3.16M Buy
11,502
+2,772
+32% +$805K 0.5% 38
2024
Q4 		$2.53M Buy
8,730
+1,540
+21% +$449K 0.4% 42
2024
Q3 		$2.04M Buy
7,190
+463
+7% +$126K 0.32% 48
2024
Q2 		$1.8M Buy
6,727
+785
+13% +$203K 0.3% 51
2024
Q1 		$1.54M Sell
5,942
-171
-3% -$42.3K 0.26% 50
2023
Q4 		$1.45M Buy
6,113
+5,148
+533% +$1.14M 0.26% 50
2023
Q3 		$205K Buy
+965
New +$214K 0.04% 94
2022
Q2 		– Sell
-1,756
Closed -$400K – 97
2022
Q1 		$400K Buy
1,756
+116
+7% +$26.1K 0.09% 58
2021
Q4 		$396K Buy
1,640
+3
+0.2% +$708 0.09% 54
2021
Q3 		$364K Buy
1,637
+16
+1% +$3.65K 0.09% 62
2021
Q2 		$361K Buy
+1,621
New +$352K 0.09% 59

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

Brio Consultants's VTI Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $38.3K and leaving 8,544 shares worth $3.16M. The position accounts for 0.37% of the portfolio, ranked #47.

Brio Consultants first reported a position in VTI in Q2 2021 and has held it in 16 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Brio Consultants held 8,544 shares of Vanguard Morningstar Total Stock Market ETF worth $3.16M as of Q2 2026.
  • Brio Consultants sold 107 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $38.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.37% of Brio Consultants's portfolio in Q2 2026, its #47 holding.
  • Brio Consultants first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 16 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.