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

Gries Financial’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
2025
Q3 		$5.3M Sell
16,162
-17
-0.1% -$5.37K 0.84% 20
2025
Q2 		$4.92M Buy
16,179
+579
+4% +$163K 0.89% 17
2025
Q1 		$4.29M Sell
15,600
-79
-0.5% -$23K 0.83% 20
2024
Q4 		$4.54M Buy
15,679
+24
+0.2% +$7K 0.81% 22
2024
Q3 		$4.43M Buy
15,655
+698
+5% +$190K 0.83% 21
2024
Q2 		$4M Sell
14,957
-61
-0.4% -$15.8K 0.82% 18
2024
Q1 		$3.9M Buy
15,018
+75
+0.5% +$18.6K 0.65% 33
2023
Q4 		$3.54M Buy
14,943
+1,103
+8% +$244K 0.78% 21
2023
Q3 		$2.94M Buy
13,840
+2,030
+17% +$449K 0.79% 25
2023
Q2 		$2.6M Sell
11,810
-247
-2% -$51.5K 0.72% 30
2023
Q1 		$2.46M Buy
12,057
+32
+0.3% +$6.41K 0.73% 34
2022
Q4 		$2.3M Sell
12,025
-48
-0.4% -$9.25K 0.76% 47
2022
Q3 		$2.17M Buy
12,073
+17
+0.1% +$3.39K 0.92% 25
2022
Q2 		$2.27M Buy
12,056
+9
+0.1% +$1.85K 1.08% 22
2022
Q1 		$2.74M Buy
12,047
+207
+2% +$46.6K 1.01% 20
2021
Q4 		$2.86M Sell
11,840
-120
-1% -$28.3K 1.17% 18
2021
Q3 		$2.66M Buy
+11,960
New +$2.73M 0.83% 30

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Gries Financial's VTI Position: Q3 2025 in Review

Gries Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.11% in Q3 2025, selling an estimated $5.37K and leaving 16,162 shares worth $5.3M. The position accounts for 0.84% of the portfolio, ranked #20.

Gries Financial first reported a position in VTI in Q3 2021 and has held it in 17 quarters since. 3,253 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Gries Financial held 16,162 shares of Vanguard Morningstar Total Stock Market ETF worth $5.3M as of Q3 2025.
  • Gries Financial sold 17 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $5.37K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Gries Financial's portfolio in Q3 2025, its #20 holding.
  • Gries Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 17 quarters since.
  • 3,253 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.