Cannon Wealth Management Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cannon Wealth Management Services’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	$552K	Sell	1,719 -33	-2%	-$11.1K	0.37%	44
2025 Q4	$587K	Buy	1,752 +6	+0.3%	+$2K	0.41%	40
2025 Q3	$573K	Hold	1,746	–	–	0.43%	38
2025 Q2	$531K	Hold	1,746	–	–	0.43%	39
2025 Q1	$482K	Hold	1,746	–	–	0.43%	40
2024 Q4	$518K	Sell	1,746 -529	-23%	-$154K	0.45%	38
2024 Q3	$644K	Buy	+2,275	New	+$621K	0.59%	31

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cannon Wealth Management Services's VTI Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, selling an estimated $11.1K and leaving 1,719 shares worth $552K. The position accounts for 0.37% of the portfolio, ranked #44.

Cannon Wealth Management Services first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $644K in Q3 2024. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Cannon Wealth Management Services held 1,719 shares of Vanguard Total Stock Market ETF worth $552K as of Q1 2026.
Cannon Wealth Management Services sold 33 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $11.1K.
Vanguard Total Stock Market ETF made up 0.37% of Cannon Wealth Management Services's portfolio in Q1 2026, its #44 holding.
Cannon Wealth Management Services first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's Vanguard Total Stock Market ETF position peaked at $644K in Q3 2024.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.