GWM
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Grand Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Grand 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 		$1.97M Buy
5,325
+316
+6% +$113K 0.82% 16
2026
Q1 		$1.61M Buy
5,009
+34
+0.7% +$11.4K 0.76% 17
2025
Q4 		$1.67M Buy
4,975
+202
+4% +$67.2K 0.76% 17
2025
Q3 		$1.57M Hold
4,773
– – 0.76% 17
2025
Q2 		$1.46M Sell
4,773
-66
-1% -$18.6K 0.75% 17
2025
Q1 		$1.33M Hold
4,839
– – 0.73% 17
2024
Q4 		$1.4M Hold
4,839
– – 0.78% 18
2024
Q3 		$1.37M Buy
4,839
+532
+12% +$145K 0.78% 18
2024
Q2 		$1.16M Sell
4,307
-317
-7% -$82K 0.69% 18
2024
Q1 		$1.2M Sell
4,624
-8
-0.2% -$1.98K 0.57% 21
2023
Q4 		$1.1M Buy
4,632
+2
+0% +$442 0.6% 20
2023
Q3 		$983K Hold
4,630
– – 0.6% 20
2023
Q2 		$1.02M Sell
4,630
-223
-5% -$46.5K 0.61% 21
2023
Q1 		$990K Sell
4,853
-351
-7% -$70.3K 0.6% 22
2022
Q4 		$995K Sell
5,204
-266
-5% -$51.3K 0.62% 20
2022
Q3 		$982K Buy
5,470
+93
+2% +$18.5K 0.52% 23
2022
Q2 		$1.01M Buy
5,377
+162
+3% +$33.3K 0.52% 20
2022
Q1 		$1.19M Sell
5,215
-12
-0.2% -$2.7K 0.55% 19
2021
Q4 		$1.26M Buy
+5,227
New +$1.23M 0.57% 15

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

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

Grand Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q2 2026, buying an estimated $113K and bringing the position to 5,325 shares worth $1.97M. The position accounts for 0.82% of the portfolio, ranked #16.

Grand Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Grand Wealth Management held 5,325 shares of Vanguard Morningstar Total Stock Market ETF worth $1.97M as of Q2 2026.
  • Grand Wealth Management bought 316 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.82% of Grand Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Grand Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.