GGM Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

GGM Wealth Advisors’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
2025 Q1	$1.07M	Buy	3,938 +815	+26%	+$237K	0.59%	44
2024 Q4	$905K	Buy	3,123 +273	+10%	+$79.7K	0.47%	49
2024 Q3	$809K	Buy	2,850 +288	+11%	+$78.6K	0.35%	56
2024 Q2	$685K	Buy	+2,562	New	+$663K	0.31%	60
2022 Q1	–	Sell	-2,500	Closed	-$595K	–	146
2021 Q4	$595K	Buy	+2,500	New	+$590K	0.47%	45

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

GGM Wealth Advisors's VTI Position: Q1 2025 in Review

GGM Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 26% in Q1 2025, buying an estimated $237K and bringing the position to 3,938 shares worth $1.07M. The position accounts for 0.59% of the portfolio, ranked #44.

GGM Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 5 quarters since. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

GGM Wealth Advisors held 3,938 shares of Vanguard Morningstar Total Stock Market ETF worth $1.07M as of Q1 2025.
GGM Wealth Advisors bought 815 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $237K.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of GGM Wealth Advisors's portfolio in Q1 2025, its #44 holding.
GGM Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.