Stonebrook Private’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stonebrook Private’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	$723K	Buy	1,955 +553	+39%	+$198K	0.13%	111
2026 Q1	$450K	Sell	1,402 -16	-1%	-$5.37K	0.1%	130
2025 Q4	$475K	Buy	1,418 +114	+9%	+$37.9K	0.1%	129
2025 Q3	$428K	Buy	1,304 +523	+67%	+$165K	0.09%	139
2025 Q2	$237K	Sell	781 -132	-14%	-$37.1K	0.06%	171
2025 Q1	$251K	Buy	913 +132	+17%	+$38.3K	0.07%	163
2024 Q4	$226K	Buy	781 +56	+8%	+$16.3K	0.06%	165
2024 Q3	$205K	Buy	+725	New	+$198K	0.05%	172

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebrook Private's VTI Position: Q2 2026 in Review

Stonebrook Private increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 39% in Q2 2026, buying an estimated $198K and bringing the position to 1,955 shares worth $723K. The position accounts for 0.13% of the portfolio, ranked #111.

Stonebrook Private first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stonebrook Private held 1,955 shares of Vanguard Morningstar Total Stock Market ETF worth $723K as of Q2 2026.
Stonebrook Private bought 553 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $198K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Stonebrook Private's portfolio in Q2 2026, its #111 holding.
Stonebrook Private first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.