GC
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Grimes & Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Grimes & Company’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 		$3.29M Buy
8,897
+251
+3% +$89.7K 0.07% 160
2026
Q1 		$2.77M Buy
8,646
+160
+2% +$53.7K 0.08% 155
2025
Q4 		$2.85M Sell
8,486
-229
-3% -$76.2K 0.07% 164
2025
Q3 		$2.86M Sell
8,715
-1,576
-15% -$498K 0.07% 155
2025
Q2 		$3.13M Buy
10,291
+319
+3% +$89.7K 0.09% 134
2025
Q1 		$2.74M Buy
9,972
+271
+3% +$78.7K 0.08% 127
2024
Q4 		$2.81M Buy
9,701
+1,855
+24% +$541K 0.08% 128
2024
Q3 		$2.22M Buy
7,846
+1,989
+34% +$543K 0.06% 138
2024
Q2 		$1.57M Buy
5,857
+1,395
+31% +$361K 0.05% 148
2024
Q1 		$1.16M Sell
4,462
-105
-2% -$26K 0.04% 166
2023
Q4 		$1.08M Sell
4,567
-593
-11% -$131K 0.04% 165
2023
Q3 		$1.1M Buy
5,160
+913
+21% +$202K 0.04% 156
2023
Q2 		$936K Sell
4,247
-134
-3% -$27.9K 0.03% 162
2023
Q1 		$894K Buy
4,381
+641
+17% +$128K 0.04% 163
2022
Q4 		$715K Buy
3,740
+74
+2% +$14.3K 0.03% 179
2022
Q3 		$658K Buy
3,666
+77
+2% +$15.3K 0.03% 167
2022
Q2 		$677K Buy
3,589
+28
+0.8% +$5.75K 0.03% 170
2022
Q1 		$811K Sell
3,561
-1,010
-22% -$227K 0.04% 173
2021
Q4 		$1.1M Buy
4,571
+975
+27% +$230K 0.05% 156
2021
Q3 		$799K Buy
3,596
+2
+0.1% +$456 0.03% 172
2021
Q2 		$801K Sell
3,594
-72
-2% -$15.6K 0.03% 168
2021
Q1 		$758K Sell
3,666
-134
-4% -$27.1K 0.04% 162
2020
Q4 		$740K Buy
3,800
+173
+5% +$31.6K 0.04% 162
2020
Q3 		$618K Buy
3,627
+4
+0.1% +$673 0.04% 164
2020
Q2 		$567K Sell
3,623
-20
-0.5% -$2.95K 0.04% 164
2020
Q1 		$470K Buy
3,643
+3
+0.1% +$464 0.04% 166
2019
Q4 		$596K Buy
3,640
+624
+21% +$97.8K 0.04% 170
2019
Q3 		$455K Buy
3,016
+92
+3% +$13.9K 0.03% 181
2019
Q2 		$439K Buy
2,924
+419
+17% +$61.7K 0.03% 182
2019
Q1 		$363K Buy
2,505
+79
+3% +$11K 0.03% 185
2018
Q4 		$310K Buy
2,426
+6
+0.2% +$828 0.03% 182
2018
Q3 		$362K Buy
2,420
+49
+2% +$7.21K 0.03% 186
2018
Q2 		$333K Buy
2,371
+2
+0.1% +$279 0.03% 185
2018
Q1 		$321K Sell
2,369
-112
-5% -$15.7K 0.03% 183
2017
Q4 		$341K Buy
2,481
+117
+5% +$15.7K 0.03% 169
2017
Q3 		$306K Buy
2,364
+3
+0.1% +$380 0.03% 163
2017
Q2 		$294K Buy
2,361
+59
+3% +$7.27K 0.03% 167
2017
Q1 		$279K Buy
2,302
+3
+0.1% +$359 0.03% 170
2016
Q4 		$265K Buy
2,299
+3
+0.1% +$337 0.03% 174
2016
Q3 		$256K Sell
2,296
-59
-3% -$6.54K 0.03% 169
2016
Q2 		$252K Buy
2,355
+2
+0.1% +$212 0.03% 173
2016
Q1 		$247K Buy
+2,353
New +$233K 0.03% 169

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

Grimes & Company's VTI Position: Q2 2026 in Review

Grimes & Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, buying an estimated $89.7K and bringing the position to 8,897 shares worth $3.29M. The position accounts for 0.07% of the portfolio, ranked #160.

Grimes & Company first reported a position in VTI in Q1 2016 and has held it in 42 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Grimes & Company held 8,897 shares of Vanguard Morningstar Total Stock Market ETF worth $3.29M as of Q2 2026.
  • Grimes & Company bought 251 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $89.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Grimes & Company's portfolio in Q2 2026, its #160 holding.
  • Grimes & Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 42 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.