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Byrne Financial Freedom’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Byrne Financial Freedom’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 		$208K Buy
+561
New +$201K 0.08% 117
2025
Q3 		– Sell
-687
Closed -$209K – 110
2025
Q2 		$209K Buy
+687
New +$193K 0.1% 93

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Byrne Financial Freedom's VTI Position: Q2 2026 in Review

Byrne Financial Freedom opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 561 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #117 among its holdings. This is a return to the name: Byrne Financial Freedom previously reported a position in VTI as recently as Q2 2025.

Byrne Financial Freedom first reported a position in VTI in Q2 2025 and has held it in 2 quarters since. The position peaked at $209K in Q2 2025. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Byrne Financial Freedom held 561 shares of Vanguard Morningstar Total Stock Market ETF worth $208K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Byrne Financial Freedom position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Byrne Financial Freedom's portfolio in Q2 2026, its #117 holding.
  • Byrne Financial Freedom first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 2 quarters since.
  • Byrne Financial Freedom's Vanguard Morningstar Total Stock Market ETF position peaked at $209K in Q2 2025.
  • 3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.