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

Greenwich 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	$1.49M	Sell	4,025 -97	-2%	-$34.7K	0.05%	134
2026 Q1	$1.32M	Buy	4,122 +9	+0.2%	+$3.02K	0.05%	136
2025 Q4	$1.38M	Buy	4,113 +31	+0.8%	+$10.3K	0.06%	135
2025 Q3	$1.34M	Buy	4,082 +97	+2%	+$30.6K	0.07%	131
2025 Q2	$1.21M	Hold	3,985	–	–	0.06%	121
2025 Q1	$1.09M	Hold	3,985	–	–	0.08%	115
2024 Q4	$1.16M	Hold	3,985	–	–	0.08%	108
2024 Q3	$1.13M	Buy	+3,985	New	+$1.09M	0.08%	111

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Greenwich Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $34.7K and leaving 4,025 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #134.

Greenwich Wealth Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Greenwich Wealth Management held 4,025 shares of Vanguard Morningstar Total Stock Market ETF worth $1.49M as of Q2 2026.
Greenwich Wealth Management sold 97 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Greenwich Wealth Management's portfolio in Q2 2026, its #134 holding.
Greenwich Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.