GWM
VTI icon

Greenhouse Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Greenhouse 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 		$4.15M Sell
11,202
-12,620
-53% -$4.51M 2.91% 8
2026
Q1 		$7.64M Sell
23,822
-661
-3% -$222K 4.73% 5
2025
Q4 		$8.21M Buy
24,483
+516
+2% +$172K 4.85% 5
2025
Q3 		$7.87M Buy
23,967
+791
+3% +$250K 4.72% 5
2025
Q2 		$7.04M Sell
23,176
-4
-0% -$1.13K 4.54% 5
2025
Q1 		$6.37M Sell
23,180
-2,552
-10% -$741K 4.76% 5
2024
Q4 		$7.46M Buy
25,732
+364
+1% +$106K 4.93% 5
2024
Q3 		$7.18M Buy
25,368
+9,580
+61% +$2.61M 4.84% 5
2024
Q2 		$4.22M Sell
15,788
-25
-0.2% -$6.47K 3.08% 8
2024
Q1 		$4.11M Buy
15,813
+55
+0.3% +$13.6K 3.08% 8
2023
Q4 		$3.74M Buy
15,758
+257
+2% +$56.8K 3.02% 8
2023
Q3 		$3.29M Sell
15,501
-148
-0.9% -$32.8K 2.96% 8
2023
Q2 		$3.45M Sell
15,649
-242
-2% -$50.5K 3.04% 8
2023
Q1 		$3.24M Buy
15,891
+810
+5% +$162K 3.06% 8
2022
Q4 		$2.88M Buy
15,081
+824
+6% +$159K 2.9% 7
2022
Q3 		$2.56M Sell
14,257
-1,714
-11% -$342K 2.84% 8
2022
Q2 		$3.01M Buy
15,971
+141
+0.9% +$29K 3.23% 7
2022
Q1 		$3.6M Buy
15,830
+49
+0.3% +$11K 3.37% 8
2021
Q4 		$3.81M Buy
15,781
+55
+0.3% +$13K 3.4% 7
2021
Q3 		$3.49M Buy
15,726
+51
+0.3% +$11.6K 3.31% 7
2021
Q2 		$3.49M Buy
15,675
+47
+0.3% +$10.2K 3.24% 7
2021
Q1 		$3.23M Buy
15,628
+69
+0.4% +$14K 3.21% 7
2020
Q4 		$3.03M Buy
+15,559
New +$2.84M 2.99% 7

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

Greenhouse Wealth Management's VTI Position: Q2 2026 in Review

Greenhouse Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 53% in Q2 2026, selling an estimated $4.51M and leaving 11,202 shares worth $4.15M. The position accounts for 2.91% of the portfolio, ranked #8.

Greenhouse Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.21M in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Greenhouse Wealth Management held 11,202 shares of Vanguard Morningstar Total Stock Market ETF worth $4.15M as of Q2 2026.
  • Greenhouse Wealth Management sold 12,620 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.51M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.91% of Greenhouse Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Greenhouse Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Greenhouse Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.21M in Q4 2025.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.