Cache Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cache Advisors’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	$352K	Hold	950	–	–	0.03%	120
2026 Q1	$305K	Hold	950	–	–	0.04%	101
2025 Q4	$319K	Hold	950	–	–	0.04%	101
2025 Q3	$312K	Buy	+950	New	+$300K	0.05%	87

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cache Advisors's VTI Position: Q2 2026 in Review

Cache Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 950 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #120.

Cache Advisors first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cache Advisors held 950 shares of Vanguard Morningstar Total Stock Market ETF worth $352K as of Q2 2026.
Cache Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Cache Advisors's portfolio in Q2 2026, its #120 holding.
Cache Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.