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Great Diamond Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Great Diamond Partners’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 		$32.6M Buy
87,989
+1,745
+2% +$624K 5.6% 1
2026
Q1 		$27.7M Buy
86,244
+646
+0.8% +$217K 5.33% 1
2025
Q4 		$28.7M Sell
85,598
-2,875
-3% -$956K 5.52% 1
2025
Q3 		$29M Buy
88,473
+2,664
+3% +$842K 5.63% 3
2025
Q2 		$26.1M Buy
85,809
+2,761
+3% +$777K 5.51% 2
2025
Q1 		$22.8M Sell
83,048
-2,144
-3% -$623K 6.24% 2
2024
Q4 		$24.7M Sell
85,192
-1,039
-1% -$303K 6.39% 2
2024
Q3 		$24.4M Sell
86,231
-7,134
-8% -$1.95M 6.2% 2
2024
Q2 		$25M Sell
93,365
-4,177
-4% -$1.08M 5.87% 2
2024
Q1 		$25.4M Buy
97,542
+1,814
+2% +$449K 5.82% 2
2023
Q4 		$22.7M Buy
95,728
+53
+0.1% +$11.7K 5.6% 2
2023
Q3 		$20.3M Sell
95,675
-873
-0.9% -$193K 5.5% 2
2023
Q2 		$21.3M Buy
96,548
+2,228
+2% +$465K 5.62% 2
2023
Q1 		$19.3M Buy
94,320
+2,912
+3% +$583K 5.57% 2
2022
Q4 		$17.5M Buy
91,408
+7
+0% +$1.35K 5.38% 2
2022
Q3 		$16.4M Sell
91,401
-777
-0.8% -$155K 5.61% 2
2022
Q2 		$17.4M Sell
92,178
-2,501
-3% -$514K 5.78% 2
2022
Q1 		$21.6M Buy
94,679
+1,179
+1% +$265K 6% 2
2021
Q4 		$22.6M Sell
93,500
-2,448
-3% -$578K 5.81% 2
2021
Q3 		$21.3M Buy
95,948
+545
+0.6% +$124K 5.84% 2
2021
Q2 		$21.3M Sell
95,403
-12,436
-12% -$2.7M 6.01% 2
2021
Q1 		$22.3M Sell
107,839
-25,754
-19% -$5.21M 6.86% 2
2020
Q4 		$26M Sell
133,593
-1,703
-1% -$311K 8.29% 1
2020
Q3 		$23M Sell
135,296
-4,677
-3% -$787K 8.45% 1
2020
Q2 		$21.9M Sell
139,973
-3,455
-2% -$509K 9.07% 1
2020
Q1 		$18.5M Buy
143,428
+9,326
+7% +$1.44M 9.52% 1
2019
Q4 		$21.9M Buy
+134,102
New +$21M 8.34% 2

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Great Diamond Partners's VTI Position: Q2 2026 in Review

Great Diamond Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, buying an estimated $624K and bringing the position to 87,989 shares worth $32.6M. The position accounts for 5.6% of the portfolio, ranked #1.

Great Diamond Partners first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Great Diamond Partners held 87,989 shares of Vanguard Morningstar Total Stock Market ETF worth $32.6M as of Q2 2026.
  • Great Diamond Partners bought 1,745 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $624K.
  • Vanguard Morningstar Total Stock Market ETF made up 5.6% of Great Diamond Partners's portfolio in Q2 2026, its #1 holding.
  • Great Diamond Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.