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Lowe Brockenbrough & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lowe Brockenbrough & 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 		$1.17M Hold
3,150
– – 0.05% 170
2026
Q1 		$1.01M Sell
3,150
-59
-2% -$19.8K 0.05% 175
2025
Q4 		$1.08M Buy
3,209
+1
+0% +$333 0.05% 175
2025
Q3 		$1.05M Sell
3,208
-13
-0.4% -$4.11K 0.05% 178
2025
Q2 		$979K Buy
3,221
+74
+2% +$20.8K 0.06% 179
2025
Q1 		$865K Buy
3,147
+200
+7% +$58.1K 0.06% 181
2024
Q4 		$854K Hold
2,947
– – 0.05% 185
2024
Q3 		$837K Buy
+2,947
New +$804K 0.05% 187

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

Lowe Brockenbrough & Co's VTI Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,150 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #170.

Lowe Brockenbrough & Co first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lowe Brockenbrough & Co held 3,150 shares of Vanguard Morningstar Total Stock Market ETF worth $1.17M as of Q2 2026.
  • Lowe Brockenbrough & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #170 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.