Greykasell Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Greykasell Wealth Strategies’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	$517K	Hold	1,397	–	–	0.19%	91
2026 Q1	$448K	Sell	1,397 -103	-7%	-$34.6K	0.18%	94
2025 Q4	$503K	Sell	1,500 -104	-6%	-$34.6K	0.2%	92
2025 Q3	$526K	Sell	1,604 -19	-1%	-$6K	0.22%	86
2025 Q2	$493K	Sell	1,623 -30	-2%	-$8.44K	0.24%	82
2025 Q1	$454K	Buy	1,653 +30	+2%	+$8.72K	0.24%	85
2024 Q4	$470K	Buy	+1,623	New	+$474K	0.26%	86

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

Greykasell Wealth Strategies's VTI Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,397 shares worth $517K. The position accounts for 0.19% of the portfolio, ranked #91.

Greykasell Wealth Strategies first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $526K in Q3 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Greykasell Wealth Strategies held 1,397 shares of Vanguard Morningstar Total Stock Market ETF worth $517K as of Q2 2026.
Greykasell Wealth Strategies left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #91 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Greykasell Wealth Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $526K in Q3 2025.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.