GJWM
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Gilliland Jeter Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gilliland Jeter 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 		$949K Hold
2,564
– – 0.25% 83
2026
Q1 		$823K Hold
2,564
– – 0.24% 82
2025
Q4 		$860K Hold
2,564
– – 0.26% 76
2025
Q3 		$841K Sell
2,564
-39
-1% -$12.3K 0.26% 77
2025
Q2 		$791K Sell
2,603
-29
-1% -$8.16K 0.26% 86
2025
Q1 		$723K Sell
2,632
-14
-0.5% -$4.07K 0.26% 86
2024
Q4 		$767K Sell
2,646
-11
-0.4% -$3.21K 0.26% 82
2024
Q3 		$752K Buy
2,657
+272
+11% +$74.2K 0.24% 84
2024
Q2 		$638K Sell
2,385
-40
-2% -$10.4K 0.21% 93
2024
Q1 		$630K Buy
+2,425
New +$600K 0.22% 98

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

Gilliland Jeter Wealth Management's VTI Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,564 shares worth $949K. The position accounts for 0.25% of the portfolio, ranked #83.

Gilliland Jeter Wealth Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gilliland Jeter Wealth Management held 2,564 shares of Vanguard Morningstar Total Stock Market ETF worth $949K as of Q2 2026.
  • Gilliland Jeter Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Gilliland Jeter Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.