GHI
VTI icon

Gross & Hartman Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gross & Hartman Investments’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 		$49M Buy
132,463
+231
+0.2% +$82.6K 21.65% 1
2026
Q1 		$42.4M Buy
132,232
+14,074
+12% +$4.72M 22.06% 1
2025
Q4 		$39.6M Buy
+118,158
New +$39.3M 22.58% 1

Other funds holding VTI

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Gross & Hartman Investments's VTI Position: Q2 2026 in Review

Gross & Hartman Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, buying an estimated $82.6K and bringing the position to 132,463 shares worth $49M. The position accounts for 21.65% of the portfolio, ranked #1.

Gross & Hartman Investments first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gross & Hartman Investments held 132,463 shares of Vanguard Morningstar Total Stock Market ETF worth $49M as of Q2 2026.
  • Gross & Hartman Investments bought 231 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $82.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 21.65% of Gross & Hartman Investments's portfolio in Q2 2026, its #1 holding.
  • Gross & Hartman Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.