GRWP
VTI icon

Green Ridge Wealth Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$511K Buy
1,365
+79
+6% +$29.6K 0.21% 49
2026
Q2 		$476K Hold
1,286
– – 0.2% 50
2026
Q1 		$413K Sell
1,286
-167
-11% -$56K 0.22% 53
2025
Q4 		$487K Buy
+1,453
New +$483K 0.25% 47

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Green Ridge Wealth Planning's VTI Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.1% in Q3 2026, buying an estimated $29.6K and bringing the position to 1,365 shares worth $511K. The position accounts for 0.21% of the portfolio, ranked #49.

Green Ridge Wealth Planning first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Green Ridge Wealth Planning held 1,365 shares of Vanguard Morningstar Total Stock Market ETF worth $511K as of Q3 2026.
  • Green Ridge Wealth Planning bought 79 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $29.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #49 holding.
  • Green Ridge Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.