GPWM
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Grant Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Grant Private 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 		$278K Hold
752
– – 0.12% 131
2026
Q1 		$241K Buy
+752
New +$252K 0.13% 136

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Grant Private Wealth Management's VTI Position: Q2 2026 in Review

Grant Private Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 752 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #131.

Grant Private Wealth Management first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Grant Private Wealth Management held 752 shares of Vanguard Total Stock Market ETF worth $278K as of Q2 2026.
  • Grant Private Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.12% of Grant Private Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Grant Private Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.