Cadia Private Client’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Cadia Private Client's VTI Position: Q2 2026 in Review
Cadia Private Client reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $12.9K and leaving 2,302 shares worth $852K. The position accounts for 0.61% of the portfolio, ranked #33.
Cadia Private Client first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Cadia Private Client held 2,302 shares of Vanguard Morningstar Total Stock Market ETF worth $852K as of Q2 2026.
- Cadia Private Client sold 36 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.9K.
- Vanguard Morningstar Total Stock Market ETF made up 0.61% of Cadia Private Client's portfolio in Q2 2026, its #33 holding.
- Cadia Private Client first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.