GFA
VTI icon

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

Grunden Financial Advisory’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
Q4 		$204K Buy
+610
New +$203K 0.08% 33
2024
Q4 		– Sell
-732
Closed -$207K – 29
2024
Q3 		$207K Sell
732
-19
-3% -$5.18K 0.1% 23
2024
Q2 		$201K Sell
751
-22
-3% -$5.69K 0.1% 25
2024
Q1 		$201K Buy
+773
New +$191K 0.11% 24

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Grunden Financial Advisory's VTI Position: Q4 2025 in Review

Grunden Financial Advisory opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025: 610 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #33 among its holdings. This is a return to the name: Grunden Financial Advisory previously reported a position in VTI as recently as Q3 2024.

Grunden Financial Advisory first reported a position in VTI in Q1 2024 and has held it in 4 quarters since. The position peaked at $207K in Q3 2024. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Grunden Financial Advisory held 610 shares of Vanguard Morningstar Total Stock Market ETF worth $204K as of Q4 2025.
  • Vanguard Morningstar Total Stock Market ETF was a new Grunden Financial Advisory position in Q4 2025.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Grunden Financial Advisory's portfolio in Q4 2025, its #33 holding.
  • Grunden Financial Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 4 quarters since.
  • Grunden Financial Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $207K in Q3 2024.
  • 3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.