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Greenwood Gearhart’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Greenwood Gearhart’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 		$12.6M Sell
34,045
-12,247
-26% -$4.38M 0.59% 39
2026
Q1 		$14.9M Sell
46,292
-28,986
-39% -$9.73M 0.8% 32
2025
Q4 		$25.2M Sell
75,278
-1,775
-2% -$590K 1.39% 26
2025
Q3 		$25.3M Buy
77,053
+25
+0% +$7.9K 1.46% 26
2025
Q2 		$23.4M Buy
77,028
+51,009
+196% +$14.3M 1.46% 26
2025
Q1 		$7.15M Sell
26,019
-5,280
-17% -$1.53M 0.49% 43
2024
Q4 		$9.07M Buy
31,299
+29,400
+1,548% +$8.58M 0.63% 39
2024
Q3 		$538K Sell
1,899
-40
-2% -$10.9K 0.04% 76
2024
Q2 		$519K Sell
1,939
-16
-0.8% -$4.14K 0.05% 74
2024
Q1 		$508K Buy
1,955
+56
+3% +$13.9K 0.05% 72
2023
Q4 		$450K Sell
1,899
-349
-16% -$77.2K 0.05% 74
2023
Q3 		$477K Buy
2,248
+418
+23% +$92.5K 0.06% 72
2023
Q2 		$403K Buy
1,830
+830
+83% +$173K 0.05% 78
2023
Q1 		$204K Sell
1,000
-390
-28% -$78.1K 0.03% 95
2022
Q4 		$266K Sell
1,390
-205
-13% -$39.5K 0.04% 88
2022
Q3 		$286K Buy
+1,595
New +$318K 0.05% 85

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenwood Gearhart's VTI Position: Q2 2026 in Review

Greenwood Gearhart reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 26% in Q2 2026, selling an estimated $4.38M and leaving 34,045 shares worth $12.6M. The position accounts for 0.59% of the portfolio, ranked #39.

Greenwood Gearhart first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.3M in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Greenwood Gearhart held 34,045 shares of Vanguard Morningstar Total Stock Market ETF worth $12.6M as of Q2 2026.
  • Greenwood Gearhart sold 12,247 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.38M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Greenwood Gearhart's portfolio in Q2 2026, its #39 holding.
  • Greenwood Gearhart first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Greenwood Gearhart's Vanguard Morningstar Total Stock Market ETF position peaked at $25.3M in Q3 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.