GWM
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Grand Wealth Management’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grand Wealth Management's VTI Position: Q1 2026 in Review

Grand Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.68% in Q1 2026, buying an estimated $11.4K and bringing the position to 5,009 shares worth $1.61M. The position accounts for 0.76% of the portfolio, ranked #17.

Grand Wealth Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Grand Wealth Management held 5,009 shares of Vanguard Total Stock Market ETF worth $1.61M as of Q1 2026.
  • Grand Wealth Management bought 34 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $11.4K.
  • Vanguard Total Stock Market ETF made up 0.76% of Grand Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Grand Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Grand Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.67M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.