Gleason Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gleason Group’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	$160M	Buy	431,824 +1,604	+0.4%	+$574K	13.95%	2
2026 Q1	$138M	Buy	430,220 +9,917	+2%	+$3.33M	13.67%	2
2025 Q4	$141M	Buy	420,303 +602	+0.1%	+$200K	13.82%	2
2025 Q3	$138M	Buy	419,701 +8,023	+2%	+$2.53M	13.83%	2
2025 Q2	$125M	Buy	411,678 +138,317	+51%	+$38.9M	13.56%	2
2025 Q1	$75.1M	Buy	273,361 +7,939	+3%	+$2.31M	13.57%	2
2024 Q4	$76.9M	Buy	265,422 +9,040	+4%	+$2.64M	13.52%	2
2024 Q3	$72.6M	Buy	256,382 +15,295	+6%	+$4.17M	13.3%	2
2024 Q2	$64.5M	Buy	241,087 +5,438	+2%	+$1.41M	13.09%	2
2024 Q1	$61.2M	Buy	235,649 +10,531	+5%	+$2.61M	12.8%	2
2023 Q4	$53.4M	Buy	225,118 +4,466	+2%	+$987K	12.27%	2
2023 Q3	$46.9M	Buy	220,652 +14,403	+7%	+$3.19M	12.31%	2
2023 Q2	$45.4M	Buy	206,249 +21,507	+12%	+$4.49M	11.79%	2
2023 Q1	$37.7M	Buy	184,742 +11,327	+7%	+$2.27M	10.82%	2
2022 Q4	$33.2M	Sell	173,415 -52,486	-23%	-$10.1M	10.4%	2
2022 Q3	$40.5M	Buy	225,901 +24,861	+12%	+$4.95M	13.97%	2
2022 Q2	$37.9M	Buy	201,040 +6,524	+3%	+$1.34M	13.04%	2
2022 Q1	$44.3M	Buy	194,516 +48,023	+33%	+$10.8M	13.14%	2
2021 Q4	$35.4M	Buy	146,493 +10,170	+7%	+$2.4M	11.54%	3
2021 Q3	$30.3M	Buy	136,323 +4,036	+3%	+$920K	10.94%	3
2021 Q2	$29.5M	Buy	132,287 +4,213	+3%	+$914K	10.68%	3
2021 Q1	$26.5M	Buy	128,074 +25,009	+24%	+$5.06M	10.42%	3
2020 Q4	$20.1M	Buy	103,065 +5,295	+5%	+$968K	9.62%	3
2020 Q3	$16.7M	Buy	97,770 +2,072	+2%	+$348K	9.61%	3
2020 Q2	$15M	Buy	95,698 +11,460	+14%	+$1.69M	9.27%	3
2020 Q1	$10.9M	Buy	84,238 +5,936	+8%	+$918K	8.6%	3
2019 Q4	$12.8M	Buy	+78,302	New	+$12.3M	7.64%	3

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gleason Group's VTI Position: Q2 2026 in Review

Gleason Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.37% in Q2 2026, buying an estimated $574K and bringing the position to 431,824 shares worth $160M. The position accounts for 13.95% of the portfolio, ranked #2.

Gleason Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Gleason Group held 431,824 shares of Vanguard Morningstar Total Stock Market ETF worth $160M as of Q2 2026.
Gleason Group bought 1,604 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $574K.
Vanguard Morningstar Total Stock Market ETF made up 13.95% of Gleason Group's portfolio in Q2 2026, its #2 holding.
Gleason Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.