Brooks Moore & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brooks Moore & Associates’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	-14,771	Closed	-$738K	–	111
2025 Q3	$738K	Buy	14,771 +13,502	+1,064%	+$4.27M	0.37%	66
2025 Q2	$395K	Sell	1,269 -600	-32%	-$169K	0.21%	77
2025 Q1	$514K	Buy	+1,869	New	+$543K	0.29%	73
2021 Q3	–	Sell	-940	Closed	-$209K	–	100
2021 Q2	$209K	Buy	+940	New	+$204K	0.13%	101

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Brooks Moore & Associates's VTI Position: Q4 2025 in Review

Brooks Moore & Associates sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 14,771 shares — an estimated $738K sold.

Brooks Moore & Associates first reported a position in VTI in Q2 2021 and held it in 4 quarters. The position peaked at $738K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Brooks Moore & Associates reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Brooks Moore & Associates sold 14,771 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $738K.
Brooks Moore & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 4 quarters.
Brooks Moore & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $738K in Q3 2025.
3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Brooks Moore & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.