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

Caerus Investment 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	$763K	Buy	2,063 +123	+6%	+$44K	0.25%	70
2026 Q1	$622K	Buy	1,940 +1	+0.1%	+$336	0.26%	78
2025 Q4	$650K	Buy	1,939 +145	+8%	+$48.2K	0.21%	107
2025 Q3	$589K	Buy	+1,794	New	+$567K	0.24%	92
2023 Q2	–	Sell	-1,276	Closed	-$260K	–	51
2023 Q1	$260K	Sell	1,276 -153	-11%	-$30.6K	0.3%	42
2022 Q4	$273K	Hold	1,429	–	–	0.41%	33
2022 Q3	$256K	Hold	1,429	–	–	0.32%	45
2022 Q2	$270K	Hold	1,429	–	–	0.33%	53
2022 Q1	$284K	Sell	1,429 -1,451	-50%	-$326K	0.34%	45
2021 Q4	$695K	Buy	+2,880	New	+$680K	0.75%	23

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

Caerus Investment Advisors's VTI Position: Q2 2026 in Review

Caerus Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q2 2026, buying an estimated $44K and bringing the position to 2,063 shares worth $763K. The position accounts for 0.25% of the portfolio, ranked #70.

Caerus Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 10 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Caerus Investment Advisors held 2,063 shares of Vanguard Morningstar Total Stock Market ETF worth $763K as of Q2 2026.
Caerus Investment Advisors bought 123 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Caerus Investment Advisors's portfolio in Q2 2026, its #70 holding.
Caerus Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 10 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.