Garden State Investment Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Garden State Investment Advisory Services’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	$799K	Sell	2,161 -12	-0.6%	-$4.29K	0.14%	131
2026 Q1	$698K	Sell	2,173 -570	-21%	-$191K	0.15%	121
2025 Q4	$920K	Buy	2,743 +546	+25%	+$182K	0.2%	96
2025 Q3	$723K	Buy	2,197 +24	+1%	+$7.58K	0.16%	114
2025 Q2	$663K	Sell	2,173 -54	-2%	-$15.2K	0.17%	119
2025 Q1	$612K	Buy	2,227 +856	+62%	+$249K	0.2%	104
2024 Q4	$398K	Hold	1,371	–	–	0.12%	147
2024 Q3	$390K	Hold	1,371	–	–	0.13%	142
2024 Q2	$368K	Hold	1,371	–	–	0.13%	142
2024 Q1	$357K	Sell	1,371 -101	-7%	-$25K	0.13%	143
2023 Q4	$349K	Buy	+1,472	New	+$325K	0.14%	139
2023 Q3	–	Sell	-1,471	Closed	-$324K	–	250
2023 Q2	$324K	Buy	1,471 +64	+5%	+$13.3K	0.13%	134
2023 Q1	$287K	Sell	1,407 -462	-25%	-$92.5K	0.12%	146
2022 Q4	$358K	Buy	+1,869	New	+$360K	0.21%	109

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

Garden State Investment Advisory Services's VTI Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.55% in Q2 2026, selling an estimated $4.29K and leaving 2,161 shares worth $799K. The position accounts for 0.14% of the portfolio, ranked #131.

Garden State Investment Advisory Services first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $920K in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Garden State Investment Advisory Services held 2,161 shares of Vanguard Morningstar Total Stock Market ETF worth $799K as of Q2 2026.
Garden State Investment Advisory Services sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #131 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $920K in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.