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Brown Financial Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brown Financial Advisory’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 		$778K Hold
2,102
– – 0.32% 19
2026
Q1 		$674K Buy
2,102
+93
+5% +$31.2K 0.33% 19
2025
Q4 		$674K Sell
2,009
-310
-13% -$103K 0.34% 20
2025
Q3 		$761K Sell
2,319
-20
-0.9% -$6.32K 0.4% 20
2025
Q2 		$711K Hold
2,339
– – 0.39% 21
2025
Q1 		$643K Sell
2,339
-5
-0.2% -$1.45K 0.4% 20
2024
Q4 		$679K Sell
2,344
-23
-1% -$6.71K 0.48% 16
2024
Q3 		$670K Hold
2,367
– – 0.47% 16
2024
Q2 		$633K Sell
2,367
-6
-0.3% -$1.55K 0.49% 16
2024
Q1 		$617K Buy
2,373
+1,319
+125% +$326K 0.48% 18
2023
Q4 		$250K Sell
1,054
-745
-41% -$165K 0.2% 28
2023
Q3 		$382K Hold
1,799
– – 0.34% 20
2023
Q2 		$396K Sell
1,799
-180
-9% -$37.5K 0.32% 20
2023
Q1 		$404K Hold
1,979
– – 0.39% 20
2022
Q4 		$378K Hold
1,979
– – 0.39% 20
2022
Q3 		$355K Hold
1,979
– – 0.34% 22
2022
Q2 		$373K Hold
1,979
– – 0.4% 20
2022
Q1 		$451K Hold
1,979
– – 0.37% 21
2021
Q4 		$478K Hold
1,979
– – 0.42% 19
2021
Q3 		$439K Hold
1,979
– – 0.36% 18
2021
Q2 		$441K Hold
1,979
– – 0.37% 18
2021
Q1 		$409K Sell
1,979
-192
-9% -$38.8K 0.36% 19
2020
Q4 		$423K Buy
+2,171
New +$397K 0.37% 20

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Brown Financial Advisory's VTI Position: Q2 2026 in Review

Brown Financial Advisory held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,102 shares worth $778K. The position accounts for 0.32% of the portfolio, ranked #19.

Brown Financial Advisory first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,952 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Brown Financial Advisory held 2,102 shares of Vanguard Morningstar Total Stock Market ETF worth $778K as of Q2 2026.
  • Brown Financial Advisory left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Brown Financial Advisory's portfolio in Q2 2026, its #19 holding.
  • Brown Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.