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Morton Brown Family Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Morton Brown Family Wealth’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 		$1.88M Buy
5,090
+180
+4% +$64.4K 0.43% 22
2026
Q1 		$1.58M Buy
4,910
+22
+0.5% +$7.38K 0.42% 23
2025
Q4 		$1.64M Buy
4,888
+2
+0% +$665 0.45% 23
2025
Q3 		$1.6M Hold
4,886
– – 0.46% 22
2025
Q2 		$1.48M Buy
4,886
+140
+3% +$39.4K 0.45% 23
2025
Q1 		$1.3M Sell
4,746
-602
-11% -$175K 0.44% 22
2024
Q4 		$1.55M Buy
5,348
+595
+13% +$174K 0.54% 21
2024
Q3 		$1.35M Buy
4,753
+75
+2% +$20.5K 0.48% 23
2024
Q2 		$1.28M Hold
4,678
– – 0.5% 26
2024
Q1 		$1.22M Hold
4,678
– – 0.5% 24
2023
Q4 		$1.11M Hold
4,678
– – 0.49% 24
2023
Q3 		$994K Buy
4,678
+4,440
+1,866% +$983K 0.51% 25
2023
Q2 		$52.4K Buy
+238
New +$49.6K 0.03% 75

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morton Brown Family Wealth's VTI Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, buying an estimated $64.4K and bringing the position to 5,090 shares worth $1.88M. The position accounts for 0.43% of the portfolio, ranked #22.

Morton Brown Family Wealth first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Morton Brown Family Wealth held 5,090 shares of Vanguard Total Stock Market ETF worth $1.88M as of Q2 2026.
  • Morton Brown Family Wealth bought 180 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $64.4K.
  • Vanguard Total Stock Market ETF made up 0.43% of Morton Brown Family Wealth's portfolio in Q2 2026, its #22 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.