GFA
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Gladwyn Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gladwyn Financial 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
Q3 		$103K Buy
274
+1
+0.4% +$375 0.07% 50
2026
Q2 		$101K Sell
273
-9
-3% -$3.22K 0.06% 50
2026
Q1 		$90.4K Buy
282
+1
+0.4% +$336 0.06% 50
2025
Q4 		$94.2K Sell
281
-35
-11% -$11.6K 0.07% 50
2025
Q3 		$104K Buy
316
+1
+0.3% +$316 0.07% 49
2025
Q2 		$95.7K Buy
+315
New +$88.6K 0.07% 49

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Gladwyn Financial Advisors's VTI Position: Q3 2026 in Review

Gladwyn Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.37% in Q3 2026, buying an estimated $375 and bringing the position to 274 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #50.

Gladwyn Financial Advisors first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $104K in Q3 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Gladwyn Financial Advisors held 274 shares of Vanguard Morningstar Total Stock Market ETF worth $103K as of Q3 2026.
  • Gladwyn Financial Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Gladwyn Financial Advisors's portfolio in Q3 2026, its #50 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
  • Gladwyn Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $104K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.