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

Cahaba 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	$1.87M	Sell	5,056 -300	-6%	-$107K	0.11%	38
2026 Q1	$1.72M	Buy	5,356 +69	+1%	+$23.1K	0.12%	38
2025 Q4	$1.77M	Sell	5,287 -41	-0.8%	-$13.6K	0.12%	35
2025 Q3	$1.75M	Buy	5,328 +617	+13%	+$195K	0.13%	35
2025 Q2	$1.43M	Buy	4,711 +5	+0.1%	+$1.41K	0.11%	40
2025 Q1	$1.29M	Buy	4,706 +292	+7%	+$84.8K	0.11%	41
2024 Q4	$1.28M	Sell	4,414 -50	-1%	-$14.6K	0.11%	42
2024 Q3	$1.26M	Sell	4,464 -125	-3%	-$34.1K	0.1%	43
2024 Q2	$1.23M	Buy	4,589 +214	+5%	+$55.4K	0.11%	42
2024 Q1	$1.14M	Sell	4,375 -20	-0.5%	-$4.95K	0.1%	46
2023 Q4	$1.04M	Buy	4,395 +20	+0.5%	+$4.42K	0.1%	45
2023 Q3	$929K	Sell	4,375 -8	-0.2%	-$1.77K	0.1%	49
2023 Q2	$965K	Sell	4,383 -229	-5%	-$47.8K	0.1%	49
2023 Q1	$941K	Hold	4,612	–	–	0.11%	47
2022 Q4	$882K	Buy	4,612 +238	+5%	+$45.9K	0.11%	45
2022 Q3	$785K	Hold	4,374	–	–	0.11%	50
2022 Q2	$825K	Hold	4,374	–	–	0.12%	50
2022 Q1	$904K	Hold	4,374	–	–	0.12%	51
2021 Q4	$1.06M	Buy	4,374 +51	+1%	+$12K	0.14%	47
2021 Q3	$960K	Buy	+4,323	New	+$986K	0.14%	46
2021 Q2	–	Sell	-7,842	Closed	-$1.62M	–	93
2021 Q1	$1.62M	Buy	7,842 +25	+0.3%	+$5.06K	0.25%	31
2020 Q4	$1.57M	Buy	7,817 +32	+0.4%	+$5.85K	0.26%	35
2020 Q3	$1.33M	Buy	7,785 +88	+1%	+$14.8K	0.26%	37
2020 Q2	$1.27M	Buy	+7,697	New	+$1.14M	0.26%	35

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

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

Cahaba Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, selling an estimated $107K and leaving 5,056 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #38.

Cahaba Wealth Management first reported a position in VTI in Q2 2020 and has held it in 24 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cahaba Wealth Management held 5,056 shares of Vanguard Morningstar Total Stock Market ETF worth $1.87M as of Q2 2026.
Cahaba Wealth Management sold 300 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $107K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Cahaba Wealth Management's portfolio in Q2 2026, its #38 holding.
Cahaba Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 24 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.