Gradient Investments’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 | $3.92M | Buy |
10,605
+162
| +2% | +$57.9K | 0.05% | 211 |
|
|
2026
Q1 | $3.35M | Buy |
10,443
+671
| +7% | +$225K | 0.05% | 218 |
|
|
2025
Q4 | $3.28M | Buy |
9,772
+137
| +1% | +$45.6K | 0.05% | 180 |
|
|
2025
Q3 | $3.16M | Sell |
9,635
-337
| -3% | -$106K | 0.05% | 176 |
|
|
2025
Q2 | $3.03M | Buy |
9,972
+734
| +8% | +$206K | 0.06% | 173 |
|
|
2025
Q1 | $2.54M | Buy |
9,238
+6
| +0.1% | +$1.74K | 0.05% | 168 |
|
|
2024
Q4 | $2.68M | Sell |
9,232
-756
| -8% | -$221K | 0.05% | 162 |
|
|
2024
Q3 | $2.83M | Buy |
9,988
+31
| +0.3% | +$8.46K | 0.06% | 156 |
|
|
2024
Q2 | $2.66M | Buy |
9,957
+205
| +2% | +$53.1K | 0.06% | 166 |
|
|
2024
Q1 | $2.53M | Buy |
9,752
+7,337
| +304% | +$1.82M | 0.06% | 164 |
|
|
2023
Q4 | $573K | Buy |
2,415
+974
| +68% | +$215K | 0.01% | 229 |
|
|
2023
Q3 | $306K | Sell |
1,441
-65
| -4% | -$14.4K | 0.01% | 275 |
|
|
2023
Q2 | $332K | Sell |
1,506
-140
| -9% | -$29.2K | 0.01% | 273 |
|
|
2023
Q1 | $336K | Buy |
1,646
+843
| +105% | +$169K | 0.01% | 259 |
|
|
2022
Q4 | $154K | Buy |
803
+174
| +28% | +$33.5K | ﹤0.01% | 329 |
|
|
2022
Q3 | $113K | Sell |
629
-743
| -54% | -$148K | ﹤0.01% | 345 |
|
|
2022
Q2 | $259K | Sell |
1,372
-350
| -20% | -$71.9K | 0.01% | 271 |
|
|
2022
Q1 | $392K | Buy |
1,722
+998
| +138% | +$224K | 0.01% | 244 |
|
|
2021
Q4 | $175K | Buy |
724
+23
| +3% | +$5.43K | ﹤0.01% | 294 |
|
|
2021
Q3 | $156K | Buy |
701
+254
| +57% | +$57.9K | ﹤0.01% | 304 |
|
|
2021
Q2 | $100K | Sell |
447
-29
| -6% | -$6.29K | ﹤0.01% | 366 |
|
|
2021
Q1 | $98K | Sell |
476
-1,183
| -71% | -$239K | ﹤0.01% | 364 |
|
|
2020
Q4 | $283K | Hold |
1,659
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $283K | Buy |
1,659
+16
| +1% | +$2.69K | 0.01% | 233 |
|
|
2020
Q2 | $257K | Buy |
1,643
+305
| +23% | +$45K | 0.01% | 227 |
|
|
2020
Q1 | $172K | Buy |
1,338
+1,127
| +534% | +$174K | 0.01% | 239 |
|
|
2019
Q4 | $35K | Buy |
211
+6
| +3% | +$940 | ﹤0.01% | 473 |
|
|
2019
Q3 | $31K | Sell |
205
-545
| -73% | -$82.2K | ﹤0.01% | 461 |
|
|
2019
Q2 | $113K | Buy |
750
+167
| +29% | +$24.6K | 0.01% | 296 |
|
|
2019
Q1 | $84K | Hold |
583
| – | – | 0.01% | 297 |
|
|
2018
Q4 | $74K | Sell |
583
-1,139
| -66% | -$157K | ﹤0.01% | 295 |
|
|
2018
Q3 | $258K | Buy |
1,722
+828
| +93% | +$122K | 0.01% | 229 |
|
|
2018
Q2 | $126K | Sell |
894
-562
| -39% | -$78.4K | 0.01% | 255 |
|
|
2018
Q1 | $198K | Buy |
1,456
+523
| +56% | +$73.3K | 0.01% | 231 |
|
|
2017
Q4 | $128K | Buy |
+933
| New | +$125K | 0.01% | 268 |
|
|
2017
Q3 | – | Sell |
-3
| Closed | – | – | 706 |
|
|
2017
Q2 | $0 | Sell |
3
-22
| -88% | -$2.71K | ﹤0.01% | 918 |
|
|
2017
Q1 | $3K | Sell |
25
-18
| -42% | -$2.16K | ﹤0.01% | 673 |
|
|
2016
Q4 | $5K | Sell |
43
-1,588
| -97% | -$179K | ﹤0.01% | 562 |
|
|
2016
Q3 | $182K | Buy |
1,631
+1,348
| +476% | +$149K | 0.02% | 184 |
|
|
2016
Q2 | $30K | Buy |
283
+232
| +455% | +$24.6K | ﹤0.01% | 309 |
|
|
2016
Q1 | $5K | Sell |
51
-110
| -68% | -$10.9K | ﹤0.01% | 540 |
|
|
2015
Q4 | $17K | Sell |
161
-510
| -76% | -$53.7K | ﹤0.01% | 338 |
|
|
2015
Q3 | $66K | Buy |
671
+199
| +42% | +$20.9K | 0.01% | 216 |
|
|
2015
Q2 | $51K | Buy |
472
+37
| +9% | +$4.04K | 0.01% | 247 |
|
|
2015
Q1 | $47K | Buy |
435
+133
| +44% | +$14.2K | 0.01% | 252 |
|
|
2014
Q4 | $32K | Buy |
302
+59
| +24% | +$6.11K | 0.01% | 269 |
|
|
2014
Q3 | $25K | Sell |
243
-80
| -25% | -$8.18K | ﹤0.01% | 260 |
|
|
2014
Q2 | $33K | Sell |
323
-29
| -8% | -$2.86K | 0.01% | 248 |
|
|
2014
Q1 | $34K | Sell |
352
-242
| -41% | -$23.2K | 0.01% | 227 |
|
|
2013
Q4 | $57K | Buy |
594
+321
| +118% | +$29.5K | 0.02% | 217 |
|
|
2013
Q3 | $24K | Sell |
273
-113
| -29% | -$9.82K | 0.01% | 216 |
|
|
2013
Q2 | $32K | Buy |
+386
| New | +$32K | 0.01% | 201 |
|
Other funds holding VTI
RIM
WI
Gradient Investments's VTI Position: Q2 2026 in Review
Gradient Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $57.9K and bringing the position to 10,605 shares worth $3.92M. The position accounts for 0.05% of the portfolio, ranked #211.
Gradient Investments first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Gradient Investments held 10,605 shares of Vanguard Morningstar Total Stock Market ETF worth $3.92M as of Q2 2026.
- Gradient Investments bought 162 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $57.9K.
- Vanguard Morningstar Total Stock Market ETF made up 0.05% of Gradient Investments's portfolio in Q2 2026, its #211 holding.
- Gradient Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.