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Lane Brothers & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lane Brothers & Co’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 		$1.86M Hold
5,034
– – 1.22% 23
2026
Q1 		$1.61M Hold
5,034
– – 1.18% 22
2025
Q4 		$1.69M Buy
+5,034
New +$1.67M 1.22% 20

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

Lane Brothers & Co's VTI Position: Q2 2026 in Review

Lane Brothers & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,034 shares worth $1.86M. The position accounts for 1.22% of the portfolio, ranked #23.

Lane Brothers & Co first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lane Brothers & Co held 5,034 shares of Vanguard Morningstar Total Stock Market ETF worth $1.86M as of Q2 2026.
  • Lane Brothers & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 1.22% of Lane Brothers & Co's portfolio in Q2 2026, its #23 holding.
  • Lane Brothers & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.