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

Brown 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	$1.55M	Sell	4,179 -95	-2%	-$34K	0.35%	44
2026 Q1	$1.37M	Buy	4,274 +202	+5%	+$67.8K	0.35%	45
2025 Q4	$1.37M	Buy	4,072 +9	+0.2%	+$2.99K	0.36%	47
2025 Q3	$1.33M	Buy	4,063 +9	+0.2%	+$2.84K	0.37%	47
2025 Q2	$1.23M	Hold	4,054	–	–	0.38%	47
2025 Q1	$1.11M	Hold	4,054	–	–	0.38%	47
2024 Q4	$1.17M	Sell	4,054 -211	-5%	-$61.6K	0.42%	40
2024 Q3	$1.21M	Buy	4,265 +207	+5%	+$56.5K	0.44%	37
2024 Q2	$1.09M	Buy	4,058 +52	+1%	+$13.5K	0.44%	41
2024 Q1	$1.04M	Hold	4,006	–	–	0.43%	39
2023 Q4	$950K	Hold	4,006	–	–	0.42%	38
2023 Q3	$851K	Buy	4,006 +5	+0.1%	+$1.11K	0.4%	40
2023 Q2	$881K	Buy	+4,001	New	+$835K	0.46%	37

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 Wealth Management's VTI Position: Q2 2026 in Review

Brown Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $34K and leaving 4,179 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #44.

Brown Wealth Management first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Brown Wealth Management held 4,179 shares of Vanguard Morningstar Total Stock Market ETF worth $1.55M as of Q2 2026.
Brown Wealth Management sold 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Brown Wealth Management's portfolio in Q2 2026, its #44 holding.
Brown Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.