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Cannon Financial Strategists’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cannon Financial Strategists’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 		$22.6M Buy
70,417
+334
+0.5% +$112K 2.97% 9
2025
Q4 		$23.5M Sell
70,083
-464
-0.7% -$154K 3.27% 9
2025
Q3 		$23.2M Buy
70,547
+1,968
+3% +$622K 3.31% 9
2025
Q2 		$20.8M Sell
68,579
-2,201
-3% -$619K 3.29% 9
2025
Q1 		$19.5M Buy
70,780
+916
+1% +$266K 3.34% 10
2024
Q4 		$20.2M Sell
69,864
-632
-0.9% -$184K 3.47% 8
2024
Q3 		$20M Buy
70,496
+3,492
+5% +$952K 3.49% 8
2024
Q2 		$17.9M Buy
67,004
+401
+0.6% +$104K 3.42% 9
2024
Q1 		$17.3M Buy
66,603
+615
+0.9% +$152K 3.4% 8
2023
Q4 		$15.7M Buy
65,988
+388
+0.6% +$85.8K 3.35% 9
2023
Q3 		$13.9M Buy
65,600
+1,193
+2% +$264K 3.55% 9
2023
Q2 		$14.2M Sell
64,407
-19,481
-23% -$4.06M 3.9% 9
2023
Q1 		$17.1M Buy
83,888
+374
+0.4% +$74.9K 5.8% 5
2022
Q4 		$16M Buy
83,514
+58
+0.1% +$11.2K 5.83% 4
2022
Q3 		$15M Buy
83,456
+712
+0.9% +$142K 5.89% 4
2022
Q2 		$15.6M Buy
82,744
+2,453
+3% +$504K 6.04% 4
2022
Q1 		$18.3M Sell
80,291
-1,494
-2% -$336K 6.61% 4
2021
Q4 		$19.7M Sell
81,785
-32
-0% -$7.55K 7.09% 4
2021
Q3 		$18.2M Sell
81,817
-1,767
-2% -$403K 7.03% 4
2021
Q2 		$18.6M Buy
83,584
+3,379
+4% +$733K 7.39% 4
2021
Q1 		$16.6M Buy
80,205
+24,805
+45% +$5.02M 7.11% 4
2020
Q4 		$10.8M Sell
55,400
-3,987
-7% -$729K 5.24% 5
2020
Q3 		$10.1M Buy
59,387
+2,955
+5% +$497K 5.56% 5
2020
Q2 		$8.83M Buy
56,432
+13,940
+33% +$2.06M 5.33% 4
2020
Q1 		$5.48M Sell
42,492
-4,543
-10% -$702K 4.07% 9
2019
Q4 		$7.7M Sell
47,035
-445
-0.9% -$69.7K 5.02% 6
2019
Q3 		$7.17M Buy
47,480
+35,855
+308% +$5.4M 5.49% 5
2019
Q2 		$1.74M Buy
11,625
+1,780
+18% +$262K 1.47% 16
2019
Q1 		$1.42M Buy
+9,845
New +$1.37M 1.28% 17

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

Cannon Financial Strategists's VTI Position: Q1 2026 in Review

Cannon Financial Strategists increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.48% in Q1 2026, buying an estimated $112K and bringing the position to 70,417 shares worth $22.6M. The position accounts for 2.97% of the portfolio, ranked #9.

Cannon Financial Strategists first reported a position in VTI in Q1 2019 and has held it in 29 quarters since. The position peaked at $23.5M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cannon Financial Strategists held 70,417 shares of Vanguard Morningstar Total Stock Market ETF worth $22.6M as of Q1 2026.
  • Cannon Financial Strategists bought 334 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $112K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.97% of Cannon Financial Strategists's portfolio in Q1 2026, its #9 holding.
  • Cannon Financial Strategists first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Cannon Financial Strategists's Vanguard Morningstar Total Stock Market ETF position peaked at $23.5M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.