Global Retirement Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37M | Buy |
+100,084
| New | +$35.8M | 0.57% | 37 |
|
|
2025
Q4 | $32.7M | Sell |
97,650
-4,799
| -5% | -$1.6M | 0.58% | 33 |
|
|
2025
Q3 | $33.6M | Sell |
102,449
-465
| -0.5% | -$147K | 0.75% | 22 |
|
|
2025
Q2 | $31.3M | Buy |
+102,914
| New | +$28.9M | 0.78% | 20 |
|
|
2024
Q4 | $28M | Buy |
96,669
+15,058
| +18% | +$4.39M | 0.8% | 18 |
|
|
2024
Q3 | $23.1M | Sell |
81,611
-35,570
| -30% | -$9.7M | 0.7% | 22 |
|
|
2024
Q2 | $31.3M | Sell |
117,181
-6,918
| -6% | -$1.79M | 0.98% | 15 |
|
|
2024
Q1 | $32.3M | Sell |
124,099
-7,788
| -6% | -$1.93M | 1.2% | 11 |
|
|
2023
Q4 | $31.1M | Buy |
131,887
+4,341
| +3% | +$960K | 1.3% | 11 |
|
|
2023
Q3 | $26.9M | Buy |
127,546
+2,025
| +2% | +$448K | 1.35% | 11 |
|
|
2023
Q2 | $27.6M | Buy |
125,521
+2,185
| +2% | +$456K | 1.35% | 11 |
|
|
2023
Q1 | $25M | Buy |
123,336
+5,406
| +5% | +$1.08M | 1.33% | 11 |
|
|
2022
Q4 | $22.5M | Buy |
117,930
+9,941
| +9% | +$1.92M | 1.55% | 7 |
|
|
2022
Q3 | $21M | Buy |
107,989
+18,917
| +21% | +$3.77M | 1.59% | 7 |
|
|
2022
Q2 | $16.8M | Buy |
89,072
+307
| +0.3% | +$63.1K | 1.35% | 8 |
|
|
2022
Q1 | $17.5M | Buy |
+88,765
| New | +$20M | 1.37% | 9 |
|
|
2021
Q4 | – | Sell |
-69,845
| Closed | -$15.5M | – | 1777 |
|
|
2021
Q3 | $15.5M | Sell |
69,845
-658
| -0.9% | -$150K | 1.53% | 8 |
|
|
2021
Q2 | $15.7M | Sell |
70,503
-3,057
| -4% | -$663K | 1.61% | 8 |
|
|
2021
Q1 | $15.2M | Buy |
73,560
+4,741
| +7% | +$959K | 1.78% | 7 |
|
|
2020
Q4 | $13.4M | Buy |
68,819
+8,408
| +14% | +$1.54M | 1.68% | 8 |
|
|
2020
Q3 | $10.3M | Sell |
60,411
-8,457
| -12% | -$1.42M | 1.51% | 10 |
|
|
2020
Q2 | $10.8M | Sell |
68,868
-7,522
| -10% | -$1.11M | 1.72% | 7 |
|
|
2020
Q1 | $9.85M | Buy |
76,390
+1,092
| +1% | +$169K | 1.86% | 6 |
|
|
2019
Q4 | $12.3M | Sell |
75,298
-1,407
| -2% | -$220K | 1.89% | 3 |
|
|
2019
Q3 | $11.6M | Sell |
76,705
-34,893
| -31% | -$5.26M | 1.9% | 3 |
|
|
2019
Q2 | $16.8M | Buy |
111,598
+48,139
| +76% | +$7.09M | 3.21% | 3 |
|
|
2019
Q1 | $9.18M | Sell |
63,459
-3,826
| -6% | -$534K | 2.22% | 5 |
|
|
2018
Q4 | $8.59M | Buy |
67,285
+1,663
| +3% | +$230K | 2.19% | 5 |
|
|
2018
Q3 | $9.82M | Buy |
65,622
+5,057
| +8% | +$744K | 2.22% | 5 |
|
|
2018
Q2 | $8.51M | Buy |
60,565
+2,485
| +4% | +$347K | 2.15% | 4 |
|
|
2018
Q1 | $7.88M | Sell |
58,080
-20,576
| -26% | -$2.89M | 2.17% | 4 |
|
|
2017
Q4 | $10.8M | Buy |
78,656
+25,475
| +48% | +$3.41M | 2.97% | 4 |
|
|
2017
Q3 | $6.89M | Buy |
53,181
+11,250
| +27% | +$1.42M | 2.85% | 4 |
|
|
2017
Q2 | $5.22M | Buy |
41,931
+12,671
| +43% | +$1.56M | 2.45% | 4 |
|
|
2017
Q1 | $3.55M | Buy |
29,260
+3,134
| +12% | +$375K | 1.98% | 5 |
|
|
2016
Q4 | $3.01M | Buy |
+26,126
| New | +$2.94M | 2.02% | 4 |
|
Other funds holding VTI
RIM
WI
Global Retirement Partners's VTI Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 100,084 shares worth $37M. The stake represents 0.57% of the portfolio and ranks #37 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTI as recently as Q4 2025.
Global Retirement Partners first reported a position in VTI in Q4 2016 and has held it in 36 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Global Retirement Partners held 100,084 shares of Vanguard Morningstar Total Stock Market ETF worth $37M as of Q2 2026.
- Vanguard Morningstar Total Stock Market ETF was a new Global Retirement Partners position in Q2 2026.
- Vanguard Morningstar Total Stock Market ETF made up 0.57% of Global Retirement Partners's portfolio in Q2 2026, its #37 holding.
- Global Retirement Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 36 quarters since.
- 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.