CWM
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CCG Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

CCG 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 		$2.45M Buy
7,649
+2,037
+36% +$683K 0.67% 29
2025
Q4 		$1.88M Sell
5,612
-1,019
-15% -$339K 0.81% 23
2025
Q3 		$2.18M Sell
6,631
-2,994
-31% -$946K 1.03% 21
2025
Q2 		$2.93M Sell
9,625
-3,168
-25% -$891K 1.54% 11
2025
Q1 		$3.52M Buy
12,793
+1,872
+17% +$544K 2.1% 8
2024
Q4 		$3.16M Sell
10,921
-863
-7% -$252K 1.76% 13
2024
Q3 		$3.34M Sell
11,784
-735
-6% -$200K 1.87% 12
2024
Q2 		$3.35M Sell
12,519
-602
-5% -$156K 1.89% 11
2024
Q1 		$3.41M Sell
13,121
-3,687
-22% -$912K 2.05% 12
2023
Q4 		$3.99M Sell
16,808
-9,002
-35% -$1.99M 2.68% 8
2023
Q3 		$5.48M Buy
25,810
+662
+3% +$147K 3.59% 8
2023
Q2 		$5.54M Sell
25,148
-112
-0.4% -$23.4K 3.48% 8
2023
Q1 		$5.16M Buy
25,260
+5,550
+28% +$1.11M 3.41% 9
2022
Q4 		$3.77M Buy
19,710
+1,477
+8% +$285K 2.09% 12
2022
Q3 		$3.27M Buy
18,233
+858
+5% +$171K 2% 12
2022
Q2 		$3.28M Buy
17,375
+1,367
+9% +$281K 1.85% 12
2022
Q1 		$3.64M Buy
16,008
+8,105
+103% +$1.82M 1.79% 14
2021
Q4 		$1.91M Hold
7,903
– – 0.99% 22
2021
Q3 		$1.75M Sell
7,903
-184
-2% -$42K 1.02% 25
2021
Q2 		$1.8M Hold
8,087
– – 1.4% 17
2021
Q1 		$1.67M Hold
8,087
– – 1.65% 14
2020
Q4 		$1.57M Hold
8,087
– – 1.66% 16
2020
Q3 		$1.38M Hold
8,087
– – 1.29% 19
2020
Q2 		$1.27M Sell
8,087
-28
-0.3% -$4.13K 1.18% 20
2020
Q1 		$1.05M Sell
8,115
-1,000
-11% -$155K 1% 22
2019
Q4 		$1.49M Sell
9,115
-30
-0.3% -$4.7K 0.94% 27
2019
Q3 		$1.38M Buy
9,145
+58
+0.6% +$8.74K 0.94% 27
2019
Q2 		$1.36M Buy
9,087
+2,523
+38% +$372K 0.97% 26
2019
Q1 		$950K Buy
6,564
+97
+1% +$13.5K 0.76% 31
2018
Q4 		$825K Buy
+6,467
New +$893K 0.8% 27

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCG Wealth Management's VTI Position: Q1 2026 in Review

CCG Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 36% in Q1 2026, buying an estimated $683K and bringing the position to 7,649 shares worth $2.45M. The position accounts for 0.67% of the portfolio, ranked #29.

CCG Wealth Management first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.54M in Q2 2023. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • CCG Wealth Management held 7,649 shares of Vanguard Total Stock Market ETF worth $2.45M as of Q1 2026.
  • CCG Wealth Management bought 2,037 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $683K.
  • Vanguard Total Stock Market ETF made up 0.67% of CCG Wealth Management's portfolio in Q1 2026, its #29 holding.
  • CCG Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • CCG Wealth Management's Vanguard Total Stock Market ETF position peaked at $5.54M in Q2 2023.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.