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

Glass Jacobson 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 		$3.25M Sell
8,782
-254
-3% -$90.8K 1.01% 27
2026
Q1 		$2.9M Buy
9,036
+391
+5% +$131K 1% 31
2025
Q4 		$2.9M Buy
8,645
+2
+0% +$665 1.04% 27
2025
Q3 		$2.84M Buy
8,643
+568
+7% +$179K 1.03% 30
2025
Q2 		$2.45M Sell
8,075
-817
-9% -$230K 0.95% 36
2025
Q1 		$2.58M Hold
8,892
– – 0.85% 32
2024
Q4 		$2.58M Buy
8,892
+829
+10% +$242K 0.85% 32
2024
Q3 		$2.28M Buy
8,063
+519
+7% +$142K 0.76% 40
2024
Q2 		$2.02M Buy
7,544
+360
+5% +$93.2K 0.74% 38
2024
Q1 		$1.87M Buy
7,184
+212
+3% +$52.4K 0.7% 44
2023
Q4 		$1.65M Buy
6,972
+1,927
+38% +$426K 0.68% 44
2023
Q3 		$1.07M Buy
5,045
+1,397
+38% +$309K 0.49% 67
2023
Q2 		$804K Buy
+3,648
New +$761K 0.37% 82
2022
Q4 		$276K Buy
+1,445
New +$278K 0.14% 174

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

Glass Jacobson Investment Advisors's VTI Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $90.8K and leaving 8,782 shares worth $3.25M. The position accounts for 1.01% of the portfolio, ranked #27.

Glass Jacobson Investment Advisors first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Glass Jacobson Investment Advisors held 8,782 shares of Vanguard Morningstar Total Stock Market ETF worth $3.25M as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 254 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $90.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.