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

Gitterman 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
2025
Q3 		$5.31M Sell
16,194
-733
-4% -$232K 1.22% 11
2025
Q2 		$5.14M Buy
16,927
+928
+6% +$261K 1.2% 11
2025
Q1 		$4.4M Buy
15,999
+4,859
+44% +$1.41M 1.17% 10
2024
Q4 		$3.23M Buy
11,140
+5,906
+113% +$1.72M 1.35% 8
2024
Q3 		$1.48M Buy
+5,234
New +$1.43M 0.62% 13

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Gitterman Wealth Management's VTI Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q3 2025, selling an estimated $232K and leaving 16,194 shares worth $5.31M. The position accounts for 1.22% of the portfolio, ranked #11.

Gitterman Wealth Management first reported a position in VTI in Q3 2024 and has held it in 5 quarters since. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Gitterman Wealth Management held 16,194 shares of Vanguard Total Stock Market ETF worth $5.31M as of Q3 2025.
  • Gitterman Wealth Management sold 733 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $232K.
  • Vanguard Total Stock Market ETF made up 1.22% of Gitterman Wealth Management's portfolio in Q3 2025, its #11 holding.
  • Gitterman Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 5 quarters since.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.