Brown, Lisle/Cummings’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown, Lisle/Cummings's VTI Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 4,759 shares worth $1.53M. The position accounts for 0.38% of the portfolio, ranked #67.

Brown, Lisle/Cummings first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.6M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Brown, Lisle/Cummings held 4,759 shares of Vanguard Total Stock Market ETF worth $1.53M as of Q1 2026.
Brown, Lisle/Cummings left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.38% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #67 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Vanguard Total Stock Market ETF position peaked at $1.6M in Q4 2025.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.