C.M. Bidwell & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.35M Buy
26,016
+718
+3% +$241K 3.9% 5
2025
Q4
$8.48M Buy
25,298
+50
+0.2% +$16.6K 4% 3
2025
Q3
$8.29M Sell
25,248
-14
-0.1% -$4.42K 3.98% 3
2025
Q2
$7.68M Buy
25,262
+331
+1% +$93.1K 3.98% 3
2025
Q1
$6.85M Sell
24,931
-137
-0.5% -$39.8K 4.12% 3
2024
Q4
$7.26M Sell
25,068
-32
-0.1% -$9.34K 4.42% 4
2024
Q3
$7.11M Sell
25,100
-54
-0.2% -$14.7K 4.35% 4
2024
Q2
$6.73M Sell
25,154
-488
-2% -$126K 4.51% 4
2024
Q1
$6.66M Buy
25,642
+1,579
+7% +$391K 4.54% 3
2023
Q4
$5.71M Buy
24,063
+244
+1% +$53.9K 4.23% 4
2023
Q3
$5.06M Buy
23,819
+192
+0.8% +$42.5K 3.85% 4
2023
Q2
$5.2M Buy
23,627
+239
+1% +$49.9K 3.81% 4
2023
Q1
$4.77M Buy
23,388
+1,368
+6% +$274K 3.62% 4
2022
Q4
$4.21M Sell
22,020
-1,657
-7% -$319K 3.32% 5
2022
Q3
$4.25M Sell
23,677
-988
-4% -$197K 3.52% 5
2022
Q2
$4.65M Buy
24,665
+388
+2% +$79.7K 3.68% 5
2022
Q1
$5.53M Buy
24,277
+1,507
+7% +$339K 3.62% 4
2021
Q4
$5.5M Buy
22,770
+1,124
+5% +$265K 3.38% 4
2021
Q3
$4.81M Sell
21,646
-42
-0.2% -$9.58K 3.19% 5
2021
Q2
$4.83M Buy
21,688
+3,220
+17% +$699K 3.17% 5
2021
Q1
$3.82M Sell
18,468
-91
-0.5% -$18.4K 2.79% 5
2020
Q4
$3.61M Buy
18,559
+1,192
+7% +$218K 2.96% 4
2020
Q3
$2.96M Buy
17,367
+436
+3% +$73.3K 2.72% 4
2020
Q2
$2.65M Sell
16,931
-641
-4% -$94.5K 2.42% 4
2020
Q1
$2.27M Sell
17,572
-264
-1% -$40.8K 2.39% 8
2019
Q4
$2.92M Buy
17,836
+16
+0.1% +$2.51K 2.64% 7
2019
Q3
$2.69M Sell
17,820
-58
-0.3% -$8.74K 2.66% 4
2019
Q2
$2.68M Sell
17,878
-1,307
-7% -$192K 2.67% 4
2019
Q1
$2.78M Buy
19,185
+74
+0.4% +$10.3K 2.77% 4
2018
Q4
$2.44M Sell
19,111
-1,004
-5% -$139K 2.65% 5
2018
Q3
$3.01M Sell
20,115
-1,435
-7% -$211K 2.85% 4
2018
Q2
$3.03M Sell
21,550
-711
-3% -$99.2K 2.81% 4
2018
Q1
$3.02M Buy
22,261
+9,963
+81% +$1.4M 2.76% 5
2017
Q4
$1.69M Buy
+12,298
New +$1.65M 1.46% 10

Other funds holding VTI

C.M. Bidwell & Associates's VTI Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q1 2026, buying an estimated $241K and bringing the position to 26,016 shares worth $8.35M. The position accounts for 3.9% of the portfolio, ranked #5.

C.M. Bidwell & Associates first reported a position in VTI in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.48M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • C.M. Bidwell & Associates held 26,016 shares of Vanguard Total Stock Market ETF worth $8.35M as of Q1 2026.
  • C.M. Bidwell & Associates bought 718 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $241K.
  • Vanguard Total Stock Market ETF made up 3.9% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #5 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • C.M. Bidwell & Associates's Vanguard Total Stock Market ETF position peaked at $8.48M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.