Cardiff Park Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cardiff Park Advisors’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	$164M	Sell	443,581 -35,062	-7%	-$12.5M	12.73%	2
2026 Q1	$154M	Buy	478,643 +14,155	+3%	+$4.75M	12.28%	1
2025 Q4	$156M	Buy	464,488 +1,462	+0.3%	+$486K	12.79%	2
2025 Q3	$152M	Sell	463,026 -47,547	-9%	-$15M	11.65%	2
2025 Q2	$155M	Buy	510,573 +12,514	+3%	+$3.52M	13.37%	1
2025 Q1	$137M	Buy	498,059 +13,057	+3%	+$3.79M	13.19%	2
2024 Q4	$141M	Buy	485,002 +12,292	+3%	+$3.59M	13.34%	2
2024 Q3	$134M	Buy	472,710 +6,986	+2%	+$1.91M	11.98%	3
2024 Q2	$125M	Buy	465,724 +4,939	+1%	+$1.28M	11.93%	3
2024 Q1	$120M	Sell	460,785 -1,318	-0.3%	-$326K	11.34%	3
2023 Q4	$110M	Buy	462,103 +7,633	+2%	+$1.69M	12.13%	2
2023 Q3	$96.5M	Buy	454,470 +510	+0.1%	+$113K	12.18%	2
2023 Q2	$100M	Sell	453,960 -1,812	-0.4%	-$378K	12.26%	2
2023 Q1	$93M	Sell	455,772 -25,964	-5%	-$5.2M	12.22%	2
2022 Q4	$92.1M	Buy	481,736 +58,723	+14%	+$11.3M	12.86%	2
2022 Q3	$75.9M	Buy	423,013 +34,591	+9%	+$6.89M	11.87%	2
2022 Q2	$73.3M	Buy	388,422 +4,346	+1%	+$893K	11.08%	2
2022 Q1	$87.4M	Buy	384,076 +26,571	+7%	+$5.98M	12.31%	2
2021 Q4	$86.3M	Buy	+357,505	New	+$84.4M	11.33%	3

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

Cardiff Park Advisors's VTI Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2026, selling an estimated $12.5M and leaving 443,581 shares worth $164M. The position accounts for 12.73% of the portfolio, ranked #2.

Cardiff Park Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cardiff Park Advisors held 443,581 shares of Vanguard Morningstar Total Stock Market ETF worth $164M as of Q2 2026.
Cardiff Park Advisors sold 35,062 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.5M.
Vanguard Morningstar Total Stock Market ETF made up 12.73% of Cardiff Park Advisors's portfolio in Q2 2026, its #2 holding.
Cardiff Park Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.