Cambridge Financial Group (Arizona)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cambridge Financial Group (Arizona)’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	$420K	Sell	1,134 -2,048	-64%	-$732K	0.13%	110
2026 Q1	$1.02M	Sell	3,182 -239	-7%	-$80.2K	0.35%	58
2025 Q4	$1.12M	Buy	3,421 +239	+8%	+$79.5K	0.39%	52
2025 Q3	$1.04M	Buy	3,182 +1,717	+117%	+$542K	0.34%	60
2025 Q2	$445K	Sell	1,465 -1,311	-47%	-$369K	0.17%	91
2025 Q1	$760K	Buy	2,776 +1,453	+110%	+$422K	0.32%	59
2024 Q4	$383K	Buy	1,323 +111	+9%	+$32.4K	0.16%	88
2024 Q3	$343K	Sell	1,212 -1,438	-54%	-$392K	0.14%	96
2024 Q2	$709K	Hold	2,650	–	–	0.32%	63
2024 Q1	$689K	Hold	2,650	–	–	0.33%	63
2023 Q4	$629K	Buy	+2,650	New	+$586K	0.33%	59

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

Cambridge Financial Group (Arizona)'s VTI Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 64% in Q2 2026, selling an estimated $732K and leaving 1,134 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #110.

Cambridge Financial Group (Arizona) first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cambridge Financial Group (Arizona) held 1,134 shares of Vanguard Morningstar Total Stock Market ETF worth $420K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 2,048 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $732K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #110 holding.
Cambridge Financial Group (Arizona) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Vanguard Morningstar Total Stock Market ETF position peaked at $1.12M in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.