Granite Bay Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Granite Bay 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	$634K	Buy	1,714 +837	+95%	+$299K	0.06%	102
2026 Q1	$281K	Buy	877 +15	+2%	+$5.03K	0.06%	76
2025 Q4	$289K	Hold	862	–	–	0.07%	71
2025 Q3	$283K	Sell	862 -319	-27%	-$101K	0.07%	64
2025 Q2	$359K	Sell	1,181 -2	-0.2%	-$563	0.12%	49
2025 Q1	$325K	Buy	1,183 +2	+0.2%	+$581	0.11%	52
2024 Q4	$342K	Buy	+1,181	New	+$345K	0.13%	55
2024 Q1	–	Sell	-20,481	Closed	-$4.53M	–	281
2023 Q4	$4.53M	Sell	20,481 -17,478	-46%	-$3.86M	0.04%	115
2023 Q3	$8.42M	Buy	+37,959	New	+$8.4M	0.08%	90
2022 Q2	–	Sell	-916	Closed	-$209K	–	63
2022 Q1	$209K	Hold	916	–	–	0.17%	59
2021 Q4	$221K	Buy	+916	New	+$216K	0.22%	56

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Granite Bay Wealth Management's VTI Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 95% in Q2 2026, buying an estimated $299K and bringing the position to 1,714 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #102.

Granite Bay Wealth Management first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.42M in Q3 2023. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Granite Bay Wealth Management held 1,714 shares of Vanguard Morningstar Total Stock Market ETF worth $634K as of Q2 2026.
Granite Bay Wealth Management bought 837 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $299K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Granite Bay Wealth Management's portfolio in Q2 2026, its #102 holding.
Granite Bay Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
Granite Bay Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.42M in Q3 2023.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.