GFG
VTI icon

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

Greenbush 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
2026
Q2 		$11.8M Sell
31,953
-420
-1% -$150K 3.48% 12
2026
Q1 		$10.4M Buy
32,373
+578
+2% +$194K 3.44% 14
2025
Q4 		$10.7M Buy
31,795
+1,111
+4% +$370K 3.63% 11
2025
Q3 		$10.1M Buy
30,684
+561
+2% +$177K 3.86% 11
2025
Q2 		$9.16M Buy
30,123
+1,027
+4% +$289K 3.99% 10
2025
Q1 		$8M Buy
29,096
+2,427
+9% +$705K 3.98% 11
2024
Q4 		$7.73M Buy
+26,669
New +$7.78M 4.07% 9

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Greenbush Financial Group's VTI Position: Q2 2026 in Review

Greenbush Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $150K and leaving 31,953 shares worth $11.8M. The position accounts for 3.48% of the portfolio, ranked #12.

Greenbush Financial Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Greenbush Financial Group held 31,953 shares of Vanguard Morningstar Total Stock Market ETF worth $11.8M as of Q2 2026.
  • Greenbush Financial Group sold 420 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $150K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.48% of Greenbush Financial Group's portfolio in Q2 2026, its #12 holding.
  • Greenbush Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.