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Brown Miller Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Brown Miller Wealth Management’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 		$4.86M Hold
13,138
– – 1.22% 16
2026
Q1 		$4.21M Buy
13,138
+20
+0.2% +$6.71K 1.2% 19
2025
Q4 		$4.4M Buy
13,118
+2
+0% +$665 1.22% 15
2025
Q3 		$4.3M Buy
13,116
+583
+5% +$184K 1.22% 16
2025
Q2 		$3.81M Buy
12,533
+562
+5% +$158K 1.18% 19
2025
Q1 		$3.29M Sell
11,971
-78
-0.6% -$22.7K 1.14% 21
2024
Q4 		$3.49M Buy
12,049
+53
+0.4% +$15.5K 1.34% 16
2024
Q3 		$3.4M Buy
11,996
+164
+1% +$44.7K 1.32% 17
2024
Q2 		$3.17M Sell
11,832
-183
-2% -$47.4K 1.31% 17
2024
Q1 		$3.12M Sell
12,015
-650
-5% -$161K 1.38% 17
2023
Q4 		$3M Buy
12,665
+160
+1% +$35.4K 1.5% 13
2023
Q3 		$2.66M Sell
12,505
-46
-0.4% -$10.2K 1.48% 15
2023
Q2 		$2.76M Buy
12,551
+384
+3% +$80.1K 1.49% 16
2023
Q1 		$2.48M Sell
12,167
-444
-4% -$88.9K 1.47% 18
2022
Q4 		$2.41M Buy
12,611
+2,355
+23% +$454K 1.52% 19
2022
Q3 		$1.84M Buy
10,256
+150
+1% +$29.9K 1.3% 24
2022
Q2 		$1.91M Sell
10,106
-2,349
-19% -$483K 1.3% 21
2022
Q1 		$2.84M Buy
12,455
+365
+3% +$82.1K 1.64% 16
2021
Q4 		$2.92M Buy
12,090
+3,902
+48% +$921K 1.67% 14
2021
Q3 		$1.82M Sell
8,188
-1
-0% -$228 1.14% 25
2021
Q2 		$1.82M Buy
8,189
+2,447
+43% +$531K 1.17% 26
2021
Q1 		$1.19M Sell
5,742
-123
-2% -$24.9K 0.84% 34
2020
Q4 		$1.14M Buy
+5,865
New +$1.07M 0.86% 30

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Brown Miller Wealth Management's VTI Position: Q2 2026 in Review

Brown Miller Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 13,138 shares worth $4.86M. The position accounts for 1.22% of the portfolio, ranked #16.

Brown Miller Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Brown Miller Wealth Management held 13,138 shares of Vanguard Total Stock Market ETF worth $4.86M as of Q2 2026.
  • Brown Miller Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 1.22% of Brown Miller Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Brown Miller Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.