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Cahill Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cahill Financial 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 		$2.67M Buy
8,324
+290
+4% +$97.3K 0.29% 58
2025
Q4 		$2.69M Buy
8,034
+729
+10% +$243K 0.29% 56
2025
Q3 		$2.4M Sell
7,305
-328
-4% -$104K 0.27% 63
2025
Q2 		$2.32M Buy
7,633
+10
+0.1% +$2.81K 0.29% 60
2025
Q1 		$2.1M Buy
7,623
+214
+3% +$62.2K 0.28% 61
2024
Q4 		$2.15M Sell
7,409
-1,186
-14% -$346K 0.29% 66
2024
Q3 		$2.43M Sell
8,595
-70
-0.8% -$19.1K 0.33% 54
2024
Q2 		$2.32M Buy
8,665
+63
+0.7% +$16.3K 0.32% 61
2024
Q1 		$2.24M Buy
8,602
+1,392
+19% +$344K 0.3% 66
2023
Q4 		$1.71M Sell
7,210
-82
-1% -$18.1K 0.25% 80
2023
Q3 		$1.55M Buy
7,292
+98
+1% +$21.7K 0.26% 82
2023
Q2 		$1.58M Buy
7,194
+156
+2% +$32.5K 0.26% 85
2023
Q1 		$1.44M Buy
7,038
+9
+0.1% +$1.8K 0.25% 89
2022
Q4 		$1.34M Buy
7,029
+11
+0.2% +$2.12K 0.26% 94
2022
Q3 		$1.26M Buy
7,018
+9
+0.1% +$1.79K 0.27% 89
2022
Q2 		$1.32M Buy
7,009
+8
+0.1% +$1.64K 0.28% 83
2022
Q1 		$1.59M Buy
7,001
+7
+0.1% +$1.57K 0.3% 76
2021
Q4 		$1.69M Buy
6,994
+3,570
+104% +$843K 0.33% 71
2021
Q3 		$760K Buy
3,424
+3
+0.1% +$684 0.16% 129
2021
Q2 		$762K Buy
3,421
+3
+0.1% +$651 0.17% 114
2021
Q1 		$707K Sell
3,418
-2,384
-41% -$482K 0.17% 115
2020
Q4 		$1.13M Buy
5,802
+412
+8% +$75.3K 0.28% 75
2020
Q3 		$918K Sell
5,390
-2,261
-30% -$380K 0.33% 72
2020
Q2 		$1.2M Buy
7,651
+2,369
+45% +$349K 0.46% 54
2020
Q1 		$681K Buy
5,282
+2,274
+76% +$352K 0.32% 79
2019
Q4 		$493K Buy
3,008
+3
+0.1% +$470 0.18% 106
2019
Q3 		$454K Buy
3,005
+2
+0.1% +$301 0.18% 109
2019
Q2 		$451K Buy
3,003
+1
+0% +$147 0.18% 105
2019
Q1 		$435K Buy
3,002
+3
+0.1% +$419 0.18% 103
2018
Q4 		$383K Buy
2,999
+4
+0.1% +$552 0.19% 107
2018
Q3 		$449K Hold
2,995
– – 0.2% 104
2018
Q2 		$421K Buy
2,995
+2
+0.1% +$279 0.19% 108
2018
Q1 		$407K Buy
2,993
+1
+0% +$140 0.19% 110
2017
Q4 		$411K Buy
2,992
+2
+0.1% +$268 0.21% 104
2017
Q3 		$388K Buy
2,990
+2
+0.1% +$253 0.21% 101
2017
Q2 		$372K Buy
+2,988
New +$368K 0.21% 102

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cahill Financial Advisors's VTI Position: Q1 2026 in Review

Cahill Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q1 2026, buying an estimated $97.3K and bringing the position to 8,324 shares worth $2.67M. The position accounts for 0.29% of the portfolio, ranked #58.

Cahill Financial Advisors first reported a position in VTI in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.69M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cahill Financial Advisors held 8,324 shares of Vanguard Morningstar Total Stock Market ETF worth $2.67M as of Q1 2026.
  • Cahill Financial Advisors bought 290 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $97.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Cahill Financial Advisors's portfolio in Q1 2026, its #58 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 36 quarters since.
  • Cahill Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.69M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.