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Gradient Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gradient Capital 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 		$1.52M Buy
4,113
+18
+0.4% +$6.44K 0.35% 61
2026
Q1 		$1.31M Buy
4,095
+30
+0.7% +$10.1K 0.34% 61
2025
Q4 		$1.36M Sell
4,065
-97
-2% -$32.3K 0.35% 58
2025
Q3 		$1.37M Buy
4,162
+236
+6% +$74.5K 0.37% 55
2025
Q2 		$1.19M Sell
3,926
-33
-0.8% -$9.28K 0.35% 57
2025
Q1 		$1.09M Sell
3,959
-279
-7% -$81.1K 0.36% 55
2024
Q4 		$1.23M Sell
4,238
-150
-3% -$43.8K 0.4% 52
2024
Q3 		$1.24M Sell
4,388
-262
-6% -$71.5K 0.41% 52
2024
Q2 		$1.24M Sell
4,650
-69
-1% -$17.9K 0.44% 50
2024
Q1 		$1.23M Buy
4,719
+87
+2% +$21.5K 0.45% 50
2023
Q4 		$1.1M Sell
4,632
-138
-3% -$30.5K 0.42% 52
2023
Q3 		$1.01M Buy
4,770
+97
+2% +$21.5K 0.42% 51
2023
Q2 		$1.03M Buy
4,673
+139
+3% +$29K 0.41% 51
2023
Q1 		$925K Buy
4,534
+176
+4% +$35.2K 0.39% 58
2022
Q4 		$833K Sell
4,358
-1,129
-21% -$218K 0.38% 63
2022
Q3 		$985K Buy
5,487
+1,360
+33% +$271K 0.47% 51
2022
Q2 		$778K Buy
4,127
+289
+8% +$59.4K 0.37% 61
2022
Q1 		$874K Hold
3,838
– – 0.37% 60
2021
Q4 		$927K Buy
3,838
+126
+3% +$29.7K 0.39% 58
2021
Q3 		$824K Sell
3,712
-176
-5% -$40.1K 0.38% 57
2021
Q2 		$866K Buy
3,888
+91
+2% +$19.7K 0.41% 51
2021
Q1 		$785K Sell
3,797
-207
-5% -$41.9K 0.42% 54
2020
Q4 		$779K Sell
4,004
-110
-3% -$20.1K 0.44% 50
2020
Q3 		$701K Buy
4,114
+552
+15% +$92.8K 0.44% 51
2020
Q2 		$558K Buy
3,562
+232
+7% +$34.2K 0.38% 57
2020
Q1 		$429K Buy
+3,330
New +$515K 0.35% 62

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

Gradient Capital Advisors's VTI Position: Q2 2026 in Review

Gradient Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q2 2026, buying an estimated $6.44K and bringing the position to 4,113 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #61.

Gradient Capital Advisors first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gradient Capital Advisors held 4,113 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q2 2026.
  • Gradient Capital Advisors bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Gradient Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Gradient Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.