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CBIZ Investment Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CBIZ Investment Advisory 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
Q2 		$7.2M Hold
22,438
– – 0.26% 14
2026
Q1 		$7.2M Sell
22,438
-211
-0.9% -$70.8K 0.26% 14
2025
Q4 		$7.59M Buy
22,649
+2,552
+13% +$849K 0.29% 15
2025
Q3 		$6.61M Sell
20,097
-4,025
-17% -$1.27M 0.26% 15
2025
Q2 		$7.35M Sell
24,122
-1,673
-6% -$471K 0.33% 14
2025
Q1 		$7.09M Sell
25,795
-39,992
-61% -$11.6M 0.35% 14
2024
Q4 		$19.1M Sell
65,787
-8,110
-11% -$2.37M 0.95% 12
2024
Q3 		$21M Sell
73,897
-2,929
-4% -$799K 1.09% 13
2024
Q2 		$20.6M Sell
76,826
-3,418
-4% -$885K 1.16% 13
2024
Q1 		$21.2M Sell
80,244
-4,733
-6% -$1.17M 1.48% 10
2023
Q4 		$20.2M Buy
84,977
+2,770
+3% +$612K 1.53% 11
2023
Q3 		$17.5M Sell
82,207
-1,252
-2% -$277K 1.6% 8
2023
Q2 		$18.4M Sell
83,459
-25,540
-23% -$5.33M 1.57% 11
2023
Q1 		$22.2M Buy
108,999
+106,996
+5,342% +$21.4M 1.95% 10
2022
Q4 		$23.3M Sell
2,003
-107,774
-98% -$20.8M 9.07% 3
2022
Q3 		$19.8M Sell
109,777
-12,065
-10% -$2.4M 19.85% 1
2022
Q2 		$23.3M Buy
+121,842
New +$25M 2.13% 11
2022
Q1 		– Sell
-79,282
Closed -$19.1M – 37
2021
Q4 		$19.1M Buy
+79,282
New +$18.7M 1.49% 12
2021
Q3 		– Hold
0
– – – 11
2021
Q2 		– Hold
0
– – – 11
2021
Q1 		– Hold
0
– – – 16
2020
Q4 		– Hold
0
– – – 10
2020
Q3 		– Hold
0
– – – 10
2020
Q2 		– Hold
0
– – – 10
2020
Q1 		– Hold
0
– – – 9
2019
Q4 		– Hold
0
– – – 9

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

CBIZ Investment Advisory Services's VTI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 22,438 shares worth $7.2M. The position accounts for 0.26% of the portfolio, ranked #14.

CBIZ Investment Advisory Services first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.3M in Q4 2022. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CBIZ Investment Advisory Services held 22,438 shares of Vanguard Morningstar Total Stock Market ETF worth $7.2M as of Q2 2026.
  • CBIZ Investment Advisory Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #14 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • CBIZ Investment Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $23.3M in Q4 2022.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.