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Gerber LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gerber LLC’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 		$5.36M Buy
14,482
+18
+0.1% +$6.44K 2.52% 12
2026
Q1 		$4.64M Buy
14,464
+1
+0% +$336 2.59% 11
2025
Q4 		$4.85M Buy
14,463
+21
+0.1% +$6.99K 2.7% 11
2025
Q3 		$4.74M Buy
14,442
+157
+1% +$49.6K 2.98% 12
2025
Q2 		$4.34M Sell
14,285
-790
-5% -$222K 3.05% 11
2025
Q1 		$4.14M Buy
15,075
+527
+4% +$153K 3.45% 7
2024
Q4 		$4.22M Sell
14,548
-381
-3% -$111K 3.07% 10
2024
Q3 		$4.23M Buy
14,929
+183
+1% +$49.9K 3.11% 8
2024
Q2 		$3.94M Sell
14,746
-125
-0.8% -$32.4K 3.1% 9
2024
Q1 		$3.86M Sell
14,871
-1,299
-8% -$321K 3.24% 8
2023
Q4 		$3.84M Buy
+16,170
New +$3.57M 3.46% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gerber LLC's VTI Position: Q2 2026 in Review

Gerber LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, buying an estimated $6.44K and bringing the position to 14,482 shares worth $5.36M. The position accounts for 2.52% of the portfolio, ranked #12.

Gerber LLC first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gerber LLC held 14,482 shares of Vanguard Morningstar Total Stock Market ETF worth $5.36M as of Q2 2026.
  • Gerber LLC bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.52% of Gerber LLC's portfolio in Q2 2026, its #12 holding.
  • Gerber LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.