CHWM
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Cauble & Harre Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cauble & Harre Wealth Management’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 		– Sell
-620
Closed -$208K – 81
2025
Q4 		$208K Buy
+620
New +$206K 0.17% 69

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

Cauble & Harre Wealth Management's VTI Position: Q1 2026 in Review

Cauble & Harre Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 620 shares — an estimated $208K sold.

Cauble & Harre Wealth Management first reported a position in VTI in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cauble & Harre Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Cauble & Harre Wealth Management sold 620 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $208K.
  • Cauble & Harre Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Cauble & Harre Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $208K in Q4 2025.
  • 3,587 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.