GWM
VTI icon

Global Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Global Wealth Management’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 		$8.15M Buy
22,035
+20
+0.1% +$7.15K 4.15% 8
2026
Q1 		$7.06M Sell
22,015
-870
-4% -$292K 3.85% 8
2025
Q4 		$7.67M Sell
22,885
-973
-4% -$324K 4.13% 9
2025
Q3 		$7.83M Buy
23,858
+36
+0.2% +$11.4K 4.11% 9
2025
Q2 		$7.33M Buy
23,822
+24
+0.1% +$6.75K 4.02% 8
2025
Q1 		$6.54M Buy
23,798
+29
+0.1% +$8.43K 3.77% 9
2024
Q4 		$6.89M Buy
23,769
+265
+1% +$77.3K 4.4% 9
2024
Q3 		$6.66M Buy
+23,504
New +$6.41M 4.5% 9

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Global Wealth Management's VTI Position: Q2 2026 in Review

Global Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, buying an estimated $7.15K and bringing the position to 22,035 shares worth $8.15M. The position accounts for 4.15% of the portfolio, ranked #8.

Global Wealth Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Global Wealth Management held 22,035 shares of Vanguard Total Stock Market ETF worth $8.15M as of Q2 2026.
  • Global Wealth Management bought 20 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Total Stock Market ETF made up 4.15% of Global Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Global Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.