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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
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

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

Gladwyn Financial Advisors's VTI Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, selling an estimated $3.22K and leaving 273 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #50.

Gladwyn Financial Advisors first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $104K in Q3 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gladwyn Financial Advisors held 273 shares of Vanguard Morningstar Total Stock Market ETF worth $101K as of Q2 2026.
  • Gladwyn Financial Advisors sold 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Gladwyn Financial Advisors's portfolio in Q2 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 5 quarters since.
  • Gladwyn Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $104K in Q3 2025.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.