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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caerus Investment Advisors's VTI Position: Q1 2026 in Review

Caerus Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.05% in Q1 2026, buying an estimated $336 and bringing the position to 1,940 shares worth $622K. The position accounts for 0.26% of the portfolio, ranked #78.

Caerus Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 9 quarters since. The position peaked at $695K in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Caerus Investment Advisors held 1,940 shares of Vanguard Morningstar Total Stock Market ETF worth $622K as of Q1 2026.
Caerus Investment Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Caerus Investment Advisors's portfolio in Q1 2026, its #78 holding.
Caerus Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 9 quarters since.
Caerus Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $695K in Q4 2021.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.