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 Q3	$420K	Hold	1,134	–	–	0.13%	109
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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s VTI Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,134 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #109.

Cambridge Financial Group (Arizona) first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2025. 660 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Cambridge Financial Group (Arizona) held 1,134 shares of Vanguard Morningstar Total Stock Market ETF worth $420K as of Q3 2026.
Cambridge Financial Group (Arizona) left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #109 holding.
Cambridge Financial Group (Arizona) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Cambridge Financial Group (Arizona)'s Vanguard Morningstar Total Stock Market ETF position peaked at $1.12M in Q4 2025.
660 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.