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 Q3	$1.56M	Sell	4,171 -8	-0.2%	-$3K	0.34%	45
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brown Wealth Management's VTI Position: Q3 2026 in Review

Brown Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.19% in Q3 2026, selling an estimated $3K and leaving 4,171 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #45.

Brown Wealth Management first reported a position in VTI in Q2 2023 and has held it in 14 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Brown Wealth Management held 4,171 shares of Vanguard Morningstar Total Stock Market ETF worth $1.56M as of Q3 2026.
Brown Wealth Management sold 8 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Brown Wealth Management's portfolio in Q3 2026, its #45 holding.
Brown Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 14 quarters since.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.