CCM
VTI icon

Cambridge Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cambridge Capital 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 		$433K Buy
1,171
+4
+0.3% +$1.43K 0.16% 37
2026
Q1 		$374K Buy
1,167
+3
+0.3% +$1.01K 0.16% 37
2025
Q4 		$390K Buy
1,164
+7
+0.6% +$2.33K 0.18% 36
2025
Q3 		$380K Buy
1,157
+3
+0.3% +$948 0.18% 33
2025
Q2 		$351K Sell
1,154
-8
-0.7% -$2.25K 0.19% 32
2025
Q1 		$319K Buy
1,162
+4
+0.3% +$1.16K 0.2% 30
2024
Q4 		$335K Buy
1,158
+8
+0.7% +$2.33K 0.22% 30
2024
Q3 		$326K Sell
1,150
-546
-32% -$149K 0.21% 29
2024
Q2 		$454K Hold
1,696
– – 0.34% 26
2024
Q1 		$441K Buy
1,696
+87
+5% +$21.5K 0.35% 27
2023
Q4 		$382K Buy
+1,609
New +$356K 0.32% 27

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Cambridge Capital Management's VTI Position: Q2 2026 in Review

Cambridge Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,171 shares worth $433K. The position accounts for 0.16% of the portfolio, ranked #37.

Cambridge Capital Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q2 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cambridge Capital Management held 1,171 shares of Vanguard Morningstar Total Stock Market ETF worth $433K as of Q2 2026.
  • Cambridge Capital Management bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Cambridge Capital Management's portfolio in Q2 2026, its #37 holding.
  • Cambridge Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $454K in Q2 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.