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Cambridge Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cambridge 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 		$13.3M Sell
35,820
-478
-1% -$171K 2.28% 6
2026
Q1 		$11.6M Buy
36,298
+1
+0% +$336 2.26% 6
2025
Q4 		$12.2M Sell
36,297
-762
-2% -$253K 2.32% 7
2025
Q3 		$12.2M Sell
37,059
-2,069
-5% -$654K 2.38% 7
2025
Q2 		$11.9M Buy
39,128
+1,764
+5% +$496K 2.49% 7
2025
Q1 		$10.3M Buy
37,364
+1
+0% +$291 2.25% 8
2024
Q4 		$10.8M Sell
37,363
-308
-0.8% -$89.9K 2.42% 7
2024
Q3 		$10.7M Sell
37,671
-600
-2% -$164K 2.33% 7
2024
Q2 		$10.2M Sell
38,271
-555
-1% -$144K 2.38% 7
2024
Q1 		$10.1M Sell
38,826
-1,149
-3% -$284K 2.38% 7
2023
Q4 		$9.48M Sell
39,975
-6,049
-13% -$1.34M 2.38% 7
2023
Q3 		$9.78M Sell
46,024
-14,505
-24% -$3.21M 2.62% 6
2023
Q2 		$13.3M Buy
60,529
+23
+0% +$4.8K 3.41% 5
2023
Q1 		$12.3M Buy
60,506
+1,523
+3% +$305K 3.16% 6
2022
Q4 		$11.3M Buy
58,983
+41
+0.1% +$7.9K 3.03% 6
2022
Q3 		$10.6M Buy
58,942
+23
+0% +$4.58K 3.03% 6
2022
Q2 		$11.1M Buy
58,919
+4,819
+9% +$990K 3.04% 6
2022
Q1 		$12.3M Buy
54,100
+140
+0.3% +$31.5K 2.94% 6
2021
Q4 		$13M Sell
53,960
-3,219
-6% -$760K 2.94% 6
2021
Q3 		$12.7M Sell
57,179
-1,247
-2% -$284K 3.09% 6
2021
Q2 		$13M Sell
58,426
-402
-0.7% -$87.2K 3.15% 6
2021
Q1 		$12.2M Sell
58,828
-3,875
-6% -$784K 3.11% 6
2020
Q4 		$12.2M Sell
62,703
-7,051
-10% -$1.29M 3.29% 6
2020
Q3 		$11.9M Buy
69,754
+1
+0% +$168 3.5% 6
2020
Q2 		$10.9M Buy
69,753
+963
+1% +$142K 3.42% 6
2020
Q1 		$8.87M Buy
68,790
+1,722
+3% +$266K 3.23% 7
2019
Q4 		$11M Sell
67,068
-2,170
-3% -$340K 3.35% 6
2019
Q3 		$10.5M Sell
69,238
-1,200
-2% -$181K 3.45% 8
2019
Q2 		$10.6M Buy
70,438
+2,524
+4% +$372K 3.49% 7
2019
Q1 		$9.83M Sell
67,914
-1,610
-2% -$225K 3.35% 7
2018
Q4 		$8.87M Buy
69,524
+14,800
+27% +$2.04M 3.3% 7
2018
Q3 		$8.19M Buy
54,724
+1,065
+2% +$157K 2.77% 7
2018
Q2 		$7.54M Buy
53,659
+2,085
+4% +$291K 2.66% 7
2018
Q1 		$7M Buy
51,574
+250
+0.5% +$35.1K 2.51% 7
2017
Q4 		$7.04M Buy
51,324
+5,591
+12% +$748K 2.54% 7
2017
Q3 		$5.92M Buy
45,733
+6,930
+18% +$878K 2.28% 7
2017
Q2 		$4.83M Buy
38,803
+6,310
+19% +$778K 1.95% 8
2017
Q1 		$3.94M Buy
32,493
+9,690
+42% +$1.16M 1.63% 9
2016
Q4 		$2.63M Buy
22,803
+2,160
+10% +$243K 1.16% 16
2016
Q3 		$2.3M Hold
20,643
– – 1.02% 19
2016
Q2 		$2.21M Sell
20,643
-3,040
-13% -$322K 1.01% 17
2016
Q1 		$2.48M Sell
23,683
-10,655
-31% -$1.06M 1.15% 17
2015
Q4 		$3.58M Buy
34,338
+21
+0.1% +$2.21K 2.03% 7
2015
Q3 		$3.39M Sell
34,317
-4,301
-11% -$452K 2% 7
2015
Q2 		$4.13M Sell
38,618
-1,291
-3% -$141K 2.33% 5
2015
Q1 		$4.28M Hold
39,909
– – 2.49% 5
2014
Q4 		$4.23M Buy
+39,909
New +$4.13M 2.59% 5

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Cambridge Advisors's VTI Position: Q2 2026 in Review

Cambridge Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $171K and leaving 35,820 shares worth $13.3M. The position accounts for 2.28% of the portfolio, ranked #6.

Cambridge Advisors first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. The position peaked at $13.3M in Q2 2023. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cambridge Advisors held 35,820 shares of Vanguard Total Stock Market ETF worth $13.3M as of Q2 2026.
  • Cambridge Advisors sold 478 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Total Stock Market ETF made up 2.28% of Cambridge Advisors's portfolio in Q2 2026, its #6 holding.
  • Cambridge Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's Vanguard Total Stock Market ETF position peaked at $13.3M in Q2 2023.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.