JGIA
VTI icon

Jackson Grant Investment Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jackson Grant Investment Advisers’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 		$3.35M Sell
9,052
-16
-0.2% -$5.72K 1.04% 20
2026
Q1 		$2.91M Sell
9,068
-11
-0.1% -$3.69K 0.97% 22
2025
Q4 		$3.04M Sell
9,079
-14
-0.2% -$4.66K 1% 21
2025
Q3 		$2.98M Sell
9,093
-15
-0.2% -$4.74K 1% 21
2025
Q2 		$2.77M Sell
9,108
-53
-0.6% -$14.9K 1.02% 20
2025
Q1 		$2.52M Sell
9,161
-572
-6% -$166K 0.97% 21
2024
Q4 		$2.82M Buy
9,733
+1,439
+17% +$420K 1.09% 19
2024
Q3 		$2.35M Buy
8,294
+172
+2% +$46.9K 0.88% 22
2024
Q2 		$2.17M Buy
8,122
+168
+2% +$43.5K 0.88% 22
2024
Q1 		$2.07M Sell
7,954
-5
-0.1% -$1.24K 0.85% 23
2023
Q4 		$1.89M Sell
7,959
-11
-0.1% -$2.43K 0.84% 23
2023
Q3 		$1.69M Sell
7,970
-11
-0.1% -$2.44K 0.82% 24
2023
Q2 		$1.76M Sell
7,981
-1,592
-17% -$332K 0.82% 23
2023
Q1 		$1.95M Sell
9,573
-553
-5% -$111K 0.92% 22
2022
Q4 		$1.94M Sell
10,126
-1,142
-10% -$220K 0.94% 21
2022
Q3 		$2.02M Sell
11,268
-639
-5% -$127K 1.06% 19
2022
Q2 		$2.25M Buy
11,907
+1
+0% +$205 1.11% 19
2022
Q1 		$2.71M Buy
+11,906
New +$2.68M 1.14% 20
2021
Q4 		– Sell
-11,671
Closed -$2.59M – 334
2021
Q3 		$2.59M Sell
11,671
-11
-0.1% -$2.51K 1.15% 19
2021
Q2 		$2.6M Sell
11,682
-39
-0.3% -$8.46K 1.14% 20
2021
Q1 		$2.42M Buy
11,721
+5,579
+91% +$1.13M 1.11% 20
2020
Q4 		$1.2M Buy
6,142
+29
+0.5% +$5.3K 0.61% 29
2020
Q3 		$1.04M Buy
6,113
+3
+0% +$505 0.63% 28
2020
Q2 		$956K Buy
6,110
+2
+0% +$295 0.61% 28
2020
Q1 		$787K Hold
6,108
– – 0.58% 29
2019
Q4 		$999K Buy
6,108
+2
+0% +$313 0.54% 32
2019
Q3 		$922K Buy
6,106
+2
+0% +$301 0.52% 31
2019
Q2 		$916K Buy
6,104
+1
+0% +$147 0.53% 31
2019
Q1 		$883K Buy
6,103
+2
+0% +$279 0.53% 31
2018
Q4 		$779K Buy
6,101
+4
+0.1% +$552 0.55% 30
2018
Q3 		$912K Hold
6,097
– – 0.57% 30
2018
Q2 		$856K Sell
6,097
-187
-3% -$26.1K 0.59% 30
2018
Q1 		$853K Buy
6,284
+26
+0.4% +$3.65K 0.6% 29
2017
Q4 		$859K Buy
6,258
+5,902
+1,658% +$790K 0.58% 29
2017
Q3 		$46K Buy
356
+1
+0.3% +$127 0.03% 147
2017
Q2 		$44K Buy
+355
New +$43.7K 0.03% 135

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

Jackson Grant Investment Advisers's VTI Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, selling an estimated $5.72K and leaving 9,052 shares worth $3.35M. The position accounts for 1.04% of the portfolio, ranked #20.

Jackson Grant Investment Advisers first reported a position in VTI in Q2 2017 and has held it in 36 quarters since. 1,960 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Jackson Grant Investment Advisers held 9,052 shares of Vanguard Morningstar Total Stock Market ETF worth $3.35M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 16 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.72K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.04% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #20 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 36 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.