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GHP Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

GHP Investment 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
2026
Q2 		$1.58M Buy
4,276
+353
+9% +$126K 0.06% 256
2026
Q1 		$1.26M Buy
3,923
+593
+18% +$199K 0.05% 262
2025
Q4 		$1.12M Buy
3,330
+70
+2% +$23.3K 0.05% 273
2025
Q3 		$1.07M Buy
3,260
+208
+7% +$65.7K 0.04% 273
2025
Q2 		$928K Buy
3,052
+269
+10% +$75.7K 0.04% 272
2025
Q1 		$765K Sell
2,783
-614
-18% -$178K 0.04% 278
2024
Q4 		$984K Buy
3,397
+585
+21% +$171K 0.05% 270
2024
Q3 		$796K Buy
2,812
+597
+27% +$163K 0.04% 277
2024
Q2 		$593K Buy
2,215
+49
+2% +$12.7K 0.03% 290
2024
Q1 		$563K Hold
2,166
– – 0.03% 300
2023
Q4 		$514K Sell
2,166
-248
-10% -$54.8K 0.03% 302
2023
Q3 		$515K Buy
2,414
+442
+22% +$97.8K 0.03% 299
2023
Q2 		$437K Buy
1,972
+1
+0.1% +$209 0.03% 314
2023
Q1 		$402K Buy
1,971
+1
+0.1% +$200 0.03% 312
2022
Q4 		$377K Sell
1,970
-126
-6% -$24.3K 0.03% 321
2022
Q3 		$376K Buy
2,096
+1
+0% +$199 0.03% 308
2022
Q2 		$395K Hold
2,095
– – 0.03% 301
2022
Q1 		$477K Buy
2,095
+1
+0% +$225 0.03% 292
2021
Q4 		$506K Sell
2,094
-210
-9% -$49.6K 0.04% 250
2021
Q3 		$512K Buy
2,304
+1
+0% +$228 0.04% 234
2021
Q2 		$513K Hold
2,303
– – 0.04% 231
2021
Q1 		$476K Buy
2,303
+1
+0% +$202 0.04% 229
2020
Q4 		$448K Sell
2,302
-189
-8% -$34.5K 0.04% 227
2020
Q3 		$424K Buy
2,491
+1
+0% +$168 0.05% 225
2020
Q2 		$390K Buy
2,490
+40
+2% +$5.9K 0.05% 234
2020
Q1 		$316K Sell
2,450
-435
-15% -$67.3K 0.05% 242
2019
Q4 		$472K Hold
2,885
– – 0.05% 240
2019
Q3 		$436K Buy
2,885
+770
+36% +$116K 0.05% 242
2019
Q2 		$317K Sell
2,115
-433
-17% -$63.8K 0.04% 266
2019
Q1 		$369K Hold
2,548
– – 0.05% 255
2018
Q4 		$325K Hold
2,548
– – 0.05% 249
2018
Q3 		$381K Buy
+2,548
New +$375K 0.05% 244

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

GHP Investment Advisors's VTI Position: Q2 2026 in Review

GHP Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9% in Q2 2026, buying an estimated $126K and bringing the position to 4,276 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #256.

GHP Investment Advisors first reported a position in VTI in Q3 2018 and has held it in 32 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • GHP Investment Advisors held 4,276 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q2 2026.
  • GHP Investment Advisors bought 353 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of GHP Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • GHP Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.