GREENWOOD GEARHART LLC VTI — Vanguard Total Stock Market ETF

Ownership history in GREENWOOD GEARHART LLC  ·  16 quarters on record

AI Ownership Summary

GREENWOOD GEARHART LLC reported Vanguard Total Stock Market ETF (VTI) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.46% in 2025 Q2. The latest visible filing shows VTI at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENWOOD GEARHART LLC's position in Vanguard Total Stock Market ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTI was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTI stock page GREENWOOD GEARHART LLC fund profile GREENWOOD GEARHART LLC full holdings
How GREENWOOD GEARHART LLC held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 34,045 -12,247 -26.5% 0.59% $12.6M 2026-07-24 $364.80
2026 Q1 REDUCED 38.5% +14.8% ❌ 46,292 -28,986 -38.5% 0.80% $14.9M 2026-05-07 $359.17
2025 Q4 REDUCED — — — 75,278 -1,775 -2.3% 1.39% $25.2M 2026-02-04 $336.23
2025 Q3 ADDED — — — 77,053 +25 +0.0% 1.46% $25.3M 2025-11-12 $332.91
2025 Q2 ADDED — — — 77,028 +51,009 +196.0% 1.46% $23.4M 2025-07-24 $308.70
2025 Q1 REDUCED 16.9% +10.9% ❌ 26,019 -5,280 -16.9% 0.49% $7.2M 2025-05-06 $270.98
2024 Q4 ADDED — — — 31,299 +29,400 +1548.2% 0.63% $9.1M 2025-02-13 $296.46
2024 Q3 REDUCED — — — 1,899 -40 -2.1% 0.04% $538K 2024-11-15 $284.18
2024 Q2 REDUCED — — — 1,939 -16 -0.8% 0.05% $519K 2024-08-07 $249.63
2024 Q1 ADDED — — — 1,955 +56 +2.9% 0.05% $508K 2024-05-15 $255.40
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTI

As of 2026 Q2 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 75.21% Rainwater Charitable Foundation 3Y 7Y 73.75% AEGON USA Investment Management, LLC 3Y 7Y 72.82% Narodna banka Slovenska 59.26% Briaud Financial Planning Inc 3Y 54.14% Beacon Wealthcare LLC 3Y 53.31% Avalon Advisory Group 3Y 52.66% Capitol Family Office, Inc. 3Y 51.15% GP Brinson Investments LLC 3Y 41.67% Sunesis Advisors, LLC 3Y 7Y 40.27%

FAQ About GREENWOOD GEARHART LLC and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENWOOD GEARHART LLC reported owning VTI?

GREENWOOD GEARHART LLC reported VTI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VTI position in GREENWOOD GEARHART LLC's portfolio?

The largest reported portfolio weight for VTI was 1.46% in 2025 Q2.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q2, when GREENWOOD GEARHART LLC reported 34,045 shares, equal to 0.59% of portfolio, with an estimated market value of $12.6M.

What does the chart on this VTI ownership page compare?

The chart compares GREENWOOD GEARHART LLC's quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREENWOOD GEARHART LLC time their VTI position?

Based on 13F filing dates vs. subsequent VTI price moves, GREENWOOD GEARHART LLC correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on VTI relative to SPY over the holding period was -0.4%.

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