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

GDS Wealth Management’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	$2.33M	Buy	6,305 +1,640	+35%	+$586K	0.11%	78
2026 Q1	$1.5M	Sell	4,665 -416	-8%	-$140K	0.09%	78
2025 Q4	$1.7M	Buy	5,081 +64	+1%	+$21.3K	0.11%	82
2025 Q3	$1.65M	Buy	5,017 +4	+0.1%	+$1.26K	0.11%	84
2025 Q2	$1.52M	Buy	5,013 +1,468	+41%	+$413K	0.11%	86
2025 Q1	$974K	Sell	3,545 -544	-13%	-$158K	0.08%	89
2024 Q4	$1.19M	Buy	4,089 +289	+8%	+$84.3K	0.11%	89
2024 Q3	$1.08M	Buy	3,800 +373	+11%	+$102K	0.1%	70
2024 Q2	$917K	Sell	3,427 -170	-5%	-$44K	0.1%	64
2024 Q1	$935K	Buy	+3,597	New	+$890K	0.11%	61

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

GDS Wealth Management's VTI Position: Q2 2026 in Review

GDS Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q2 2026, buying an estimated $586K and bringing the position to 6,305 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #78.

GDS Wealth Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

GDS Wealth Management held 6,305 shares of Vanguard Morningstar Total Stock Market ETF worth $2.33M as of Q2 2026.
GDS Wealth Management bought 1,640 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $586K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of GDS Wealth Management's portfolio in Q2 2026, its #78 holding.
GDS Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.