Cadence Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cadence Wealth Management’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	$316K	Sell	854 -175	-17%	-$62.6K	0.14%	51
2026 Q1	$330K	Sell	1,029 -111	-10%	-$37.2K	0.14%	47
2025 Q4	$382K	Buy	1,140 +112	+11%	+$37.3K	0.18%	46
2025 Q3	$337K	Sell	1,028 -991	-49%	-$313K	0.18%	48
2025 Q2	$614K	Sell	2,019 -1	-0%	-$281	0.41%	32
2025 Q1	$555K	Buy	2,020 +15	+0.7%	+$4.36K	0.41%	28
2024 Q4	$581K	Buy	+2,005	New	+$585K	0.39%	24

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

Cadence Wealth Management's VTI Position: Q2 2026 in Review

Cadence Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, selling an estimated $62.6K and leaving 854 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #51.

Cadence Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $614K in Q2 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cadence Wealth Management held 854 shares of Vanguard Morningstar Total Stock Market ETF worth $316K as of Q2 2026.
Cadence Wealth Management sold 175 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $62.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Cadence Wealth Management's portfolio in Q2 2026, its #51 holding.
Cadence Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Cadence Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $614K in Q2 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.