Brown, Lisle/Cummings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brown, Lisle/Cummings’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	$1.72M	Sell	4,651 -108	-2%	-$38.6K	0.39%	66
2026 Q1	$1.53M	Hold	4,759	–	–	0.38%	67
2025 Q4	$1.6M	Buy	4,759 +1	+0%	+$333	0.39%	61
2025 Q3	$1.56M	Sell	4,758 -42	-0.9%	-$13.3K	0.4%	60
2025 Q2	$1.46M	Buy	4,800 +1,675	+54%	+$471K	0.39%	61
2025 Q1	$859K	Hold	3,125	–	–	0.25%	93
2024 Q4	$906K	Sell	3,125 -135	-4%	-$39.4K	0.27%	88
2024 Q3	$923K	Sell	3,260 -149	-4%	-$40.6K	0.28%	86
2024 Q2	$912K	Hold	3,409	–	–	0.3%	77
2024 Q1	$886K	Hold	3,409	–	–	0.3%	79
2023 Q4	$809K	Hold	3,409	–	–	0.3%	83
2023 Q3	$724K	Buy	3,409 +1	+0%	+$221	0.33%	71
2023 Q2	$751K	Hold	3,408	–	–	0.34%	66
2023 Q1	$696K	Hold	3,408	–	–	0.35%	68
2022 Q4	$652K	Sell	3,408 -74	-2%	-$14.3K	0.35%	68
2022 Q3	$625K	Hold	3,482	–	–	0.36%	69
2022 Q2	$657K	Sell	3,482 -100	-3%	-$20.5K	0.36%	68
2022 Q1	$815K	Sell	3,582 -250	-7%	-$56.2K	0.39%	64
2021 Q4	$925K	Buy	+3,832	New	+$905K	0.46%	54

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

Brown, Lisle/Cummings's VTI Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, selling an estimated $38.6K and leaving 4,651 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #66.

Brown, Lisle/Cummings first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Brown, Lisle/Cummings held 4,651 shares of Vanguard Morningstar Total Stock Market ETF worth $1.72M as of Q2 2026.
Brown, Lisle/Cummings sold 108 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $38.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #66 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.