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Cardinal Strategic Wealth Guidance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$522K Sell
1,411
-146
-9% -$52.2K 0.12% 40
2026
Q1 		$500K Buy
1,557
+4
+0.3% +$1.34K 0.13% 35
2025
Q4 		$521K Hold
1,553
– – 0.14% 34
2025
Q3 		$510K Hold
1,553
– – 0.14% 36
2025
Q2 		$472K Hold
1,553
– – 0.14% 38
2025
Q1 		$427K Sell
1,553
-76
-5% -$22.1K 0.14% 39
2024
Q4 		$472K Buy
1,629
+227
+16% +$66.2K 0.15% 41
2024
Q3 		$397K Hold
1,402
– – 0.13% 40
2024
Q2 		$375K Hold
1,402
– – 0.14% 40
2024
Q1 		$364K Sell
1,402
-1,281
-48% -$317K 0.14% 41
2023
Q4 		$636K Sell
2,683
-409
-13% -$90.4K 0.25% 35
2023
Q3 		$657K Sell
3,092
-68
-2% -$15.1K 0.3% 34
2023
Q2 		$696K Hold
3,160
– – 0.31% 30
2023
Q1 		$645K Sell
3,160
-176
-5% -$35.2K 0.3% 34
2022
Q4 		$638K Buy
3,336
+255
+8% +$49.1K 0.31% 42
2022
Q3 		$553K Sell
3,081
-640
-17% -$128K 0.29% 37
2022
Q2 		$702K Buy
3,721
+233
+7% +$47.9K 0.36% 34
2022
Q1 		$794K Buy
3,488
+310
+10% +$69.7K 0.36% 34
2021
Q4 		$767K Hold
3,178
– – 0.36% 43
2021
Q3 		$706K Sell
3,178
-113
-3% -$25.8K 0.37% 42
2021
Q2 		$733K Sell
3,291
-758
-19% -$165K 0.39% 39
2021
Q1 		$837K Buy
4,049
+141
+4% +$28.5K 0.49% 33
2020
Q4 		$761K Buy
3,908
+1,517
+63% +$277K 0.45% 27
2020
Q3 		$407K Buy
2,391
+60
+3% +$10.1K 0.29% 37
2020
Q2 		$365K Buy
2,331
+23
+1% +$3.39K 0.27% 40
2020
Q1 		$298K Sell
2,308
-1,495
-39% -$231K 0.27% 40
2019
Q4 		$622K Buy
+3,803
New +$596K 0.53% 35

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's VTI Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.4% in Q2 2026, selling an estimated $52.2K and leaving 1,411 shares worth $522K. The position accounts for 0.12% of the portfolio, ranked #40.

Cardinal Strategic Wealth Guidance first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $837K in Q1 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 1,411 shares of Vanguard Morningstar Total Stock Market ETF worth $522K as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 146 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $52.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #40 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Cardinal Strategic Wealth Guidance's Vanguard Morningstar Total Stock Market ETF position peaked at $837K in Q1 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.