Greenberg Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Greenberg Financial Group’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
2025 Q4	$2.35M	Buy	+7,016	New	+$2.33M	0.97%	18
2025 Q2	$2.36M	Sell	6,381 -10	-0.2%	-$2.81K	0.87%	23
2025 Q1	$2.05M	Buy	+6,391	New	+$1.86M	0.85%	26

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenberg Financial Group's VTI Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025: 7,016 shares worth $2.35M. The stake represents 0.97% of the portfolio and ranks #18 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in VTI as recently as Q2 2025.

Greenberg Financial Group first reported a position in VTI in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q2 2025. 3,574 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Greenberg Financial Group held 7,016 shares of Vanguard Morningstar Total Stock Market ETF worth $2.35M as of Q4 2025.
Vanguard Morningstar Total Stock Market ETF was a new Greenberg Financial Group position in Q4 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.97% of Greenberg Financial Group's portfolio in Q4 2025, its #18 holding.
Greenberg Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.36M in Q2 2025.
3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.