GC Wealth Management RIA’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

GC Wealth Management RIA’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	$11M	Sell	29,694 -4,769	-14%	-$1.71M	0.63%	26
2026 Q1	$11.1M	Buy	34,463 +942	+3%	+$316K	0.46%	30
2025 Q4	$11.2M	Sell	33,521 -1,898	-5%	-$631K	0.41%	31
2025 Q3	$11.6M	Buy	35,419 +1,262	+4%	+$399K	0.38%	38
2025 Q2	$10.4M	Buy	34,157 +4,817	+16%	+$1.35M	0.85%	14
2025 Q1	$8.06M	Buy	29,340 +913	+3%	+$265K	1.48%	10
2024 Q4	$8.24M	Sell	28,427 -893	-3%	-$261K	1.45%	12
2024 Q3	$8.3M	Sell	29,320 -748	-2%	-$204K	1.45%	12
2024 Q2	$8.04M	Sell	30,068 -46	-0.2%	-$11.9K	1.59%	11
2024 Q1	$7.83M	Buy	30,114 +28,984	+2,565%	+$7.17M	1.57%	8
2023 Q4	$268K	Buy	+1,130	New	+$250K	0.12%	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

GC Wealth Management RIA's VTI Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $1.71M and leaving 29,694 shares worth $11M. The position accounts for 0.63% of the portfolio, ranked #26.

GC Wealth Management RIA first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

GC Wealth Management RIA held 29,694 shares of Vanguard Morningstar Total Stock Market ETF worth $11M as of Q2 2026.
GC Wealth Management RIA sold 4,769 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.71M.
Vanguard Morningstar Total Stock Market ETF made up 0.63% of GC Wealth Management RIA's portfolio in Q2 2026, its #26 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Total Stock Market ETF position peaked at $11.6M in Q3 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.