Cadinha & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cadinha & Co’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	$1.48M	Sell	4,002 -6	-0.1%	-$2.15K	0.22%	47
2026 Q1	$1.29M	Buy	4,008 +6	+0.1%	+$2.01K	0.24%	48
2025 Q4	$1.34M	Hold	4,002	–	–	0.21%	45
2025 Q3	$1.31M	Sell	4,002 -20	-0.5%	-$6.32K	0.18%	49
2025 Q2	$1.22M	Sell	4,022 -122	-3%	-$34.3K	0.2%	48
2025 Q1	$1.14M	Hold	4,144	–	–	0.24%	44
2024 Q4	$1.2M	Sell	4,144 -105	-2%	-$30.6K	0.2%	45
2024 Q3	$1.2M	Sell	4,249 -35	-0.8%	-$9.55K	0.21%	47
2024 Q2	$1.15M	Hold	4,284	–	–	0.21%	47
2024 Q1	$1.11M	Hold	4,284	–	–	0.19%	50
2023 Q4	$1.02M	Sell	4,284 -50	-1%	-$11.1K	0.16%	53
2023 Q3	$921K	Hold	4,334	–	–	0.2%	51
2023 Q2	$955K	Hold	4,334	–	–	0.17%	53
2023 Q1	$885K	Buy	4,334 +67	+2%	+$13.4K	0.24%	48
2022 Q4	$816K	Buy	4,267 +30	+0.7%	+$5.78K	0.18%	50
2022 Q3	$760K	Hold	4,237	–	–	0.26%	49
2022 Q2	$799K	Hold	4,237	–	–	0.18%	51
2022 Q1	$965K	Sell	4,237 -400	-9%	-$90K	0.14%	59
2021 Q4	$1.12M	Hold	4,637	–	–	0.15%	56
2021 Q3	$1.03M	Hold	4,637	–	–	0.15%	65
2021 Q2	$1.03M	Hold	4,637	–	–	0.14%	64
2021 Q1	$958K	Sell	4,637 -6,726	-59%	-$1.36M	0.14%	63
2020 Q4	$2.21M	Hold	11,363	–	–	0.31%	43
2020 Q3	$1.94M	Hold	11,363	–	–	0.34%	40
2020 Q2	$1.78M	Buy	11,363 +1,900	+20%	+$280K	0.3%	42
2020 Q1	$1.22M	Sell	9,463 -5,531	-37%	-$855K	0.32%	38
2019 Q4	$2.45M	Buy	14,994 +109	+0.7%	+$17.1K	0.35%	49
2019 Q3	$2.25M	Buy	14,885 +146	+1%	+$22K	0.36%	43
2019 Q2	$2.21M	Sell	14,739 -20	-0.1%	-$2.94K	0.4%	42
2019 Q1	$2.14M	Buy	14,759 +799	+6%	+$111K	0.42%	43
2018 Q4	$1.78M	Buy	13,960 +1,877	+16%	+$259K	0.44%	38
2018 Q3	$1.81M	Hold	12,083	–	–	0.29%	52
2018 Q2	$1.7M	Buy	12,083 +1,606	+15%	+$224K	0.31%	47
2018 Q1	$1.42M	Sell	10,477 -524	-5%	-$73.5K	0.29%	48
2017 Q4	$1.51M	Buy	11,001 +194	+2%	+$26K	0.21%	56
2017 Q3	$1.4M	Sell	10,807 -1,145	-10%	-$145K	0.24%	51
2017 Q2	$1.49M	Sell	11,952 -433	-3%	-$53.4K	0.26%	47
2017 Q1	$1.5M	Buy	12,385 +4,756	+62%	+$570K	0.3%	46
2016 Q4	$880K	Sell	7,629 -125	-2%	-$14.1K	0.15%	57
2016 Q3	$863K	Sell	7,754 -50	-0.6%	-$5.54K	0.18%	61
2016 Q2	$836K	Buy	7,804 +101	+1%	+$10.7K	0.18%	62
2016 Q1	$807K	Sell	7,703 -150	-2%	-$14.9K	0.21%	57
2015 Q4	$819K	Buy	7,853 +306	+4%	+$32.2K	0.19%	56
2015 Q3	$745K	Sell	7,547 -35,760	-83%	-$3.75M	0.18%	57
2015 Q2	$4.63M	Buy	43,307 +5,101	+13%	+$557K	0.92%	30
2015 Q1	$4.1M	Sell	38,206 -129	-0.3%	-$13.8K	0.82%	29
2014 Q4	$4.06M	Sell	38,335 -750	-2%	-$77.6K	0.7%	32
2014 Q3	$3.96M	Sell	39,085 -1,530	-4%	-$156K	0.72%	35
2014 Q2	$4.13M	Sell	40,615 -1,050	-3%	-$103K	0.7%	33
2014 Q1	$4.06M	Sell	41,665 -2,090	-5%	-$200K	0.73%	32
2013 Q4	$4.2M	Sell	43,755 -6,245	-12%	-$574K	0.78%	32
2013 Q3	$4.38M	Buy	+50,000	New	+$4.35M	0.88%	29

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

Cadinha & Co's VTI Position: Q2 2026 in Review

Cadinha & Co reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, selling an estimated $2.15K and leaving 4,002 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #47.

Cadinha & Co first reported a position in VTI in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.63M in Q2 2015. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cadinha & Co held 4,002 shares of Vanguard Morningstar Total Stock Market ETF worth $1.48M as of Q2 2026.
Cadinha & Co sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Cadinha & Co's portfolio in Q2 2026, its #47 holding.
Cadinha & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and has held it in 52 quarters since.
Cadinha & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $4.63M in Q2 2015.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.