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CGPCS
Capital Group Private Client Services’s
Vanguard Total Stock Market ETF
VTI
Stock Holding History
Capital Group Private Client 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
$17.7M
Sell
55,222
-3,709
-6%
-$1.24M
0.3%
43
2025
Q4
$19.8M
Buy
58,931
+216
+0.4%
+$71.9K
0.31%
48
2025
Q3
$19.3M
Buy
58,715
+10,290
+21%
+$3.25M
0.32%
43
2025
Q2
$14.7M
Buy
48,425
+10,825
+29%
+$3.04M
0.13%
126
2025
Q1
$10.3M
Buy
37,600
+1,920
+5%
+$558K
0.1%
144
2024
Q4
$10.3M
Buy
35,680
+2,545
+8%
+$743K
0.1%
151
2024
Q3
$9.38M
Buy
33,135
+5,753
+21%
+$1.57M
0.09%
158
2024
Q2
$7.32M
Buy
27,382
+1,701
+7%
+$440K
0.07%
159
2024
Q1
$6.67M
Buy
25,681
+1,547
+6%
+$383K
0.07%
160
2023
Q4
$5.73M
Sell
24,134
-2,481
-9%
-$548K
0.06%
155
2023
Q3
$5.65M
Buy
26,615
+3,200
+14%
+$708K
0.07%
146
2023
Q2
$5.16M
Buy
23,415
+18
+0.1%
+$3.75K
0.06%
147
2023
Q1
$4.78M
Buy
23,397
+379
+2%
+$75.9K
0.06%
149
2022
Q4
$4.4M
Buy
23,018
+45
+0.2%
+$8.67K
0.06%
155
2022
Q3
$4.12M
Buy
22,973
+98
+0.4%
+$19.5K
0.06%
157
2022
Q2
$4.32M
Buy
22,875
+24
+0.1%
+$4.93K
0.06%
162
2022
Q1
$5.2M
Buy
22,851
+18,659
+445%
+$4.2M
0.06%
161
2021
Q4
$1.01M
Sell
4,192
-9,656
-70%
-$2.28M
0.01%
183
2021
Q3
$3.08M
Buy
+13,848
New
+$3.16M
0.04%
162
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
WI
WealthNavi Inc
Shinagawa-Ku, Tokyo, Japan
$11.5B AUM
18.72%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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