CMA
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Cedar Mountain Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cedar Mountain 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 		$3.24M Buy
8,768
+1
+0% +$358 0.56% 25
2026
Q1 		$2.81M Hold
8,767
– – 0.55% 26
2025
Q4 		$2.94M Hold
8,767
– – 0.57% 25
2025
Q3 		$2.88M Hold
8,767
– – 0.56% 25
2025
Q2 		$2.66M Hold
8,767
– – 0.55% 24
2025
Q1 		$2.41M Buy
8,767
+101
+1% +$29.3K 0.54% 24
2024
Q4 		$2.51M Hold
8,666
– – 0.55% 24
2024
Q3 		$2.45M Buy
+8,666
New +$2.36M 0.55% 22
2024
Q2 		– Sell
-65
Closed -$16.9K – 355
2024
Q1 		$16.9K Hold
65
– – ﹤0.01% 153
2023
Q4 		$15.4K Hold
65
– – ﹤0.01% 148
2023
Q3 		$13.8K Sell
65
-19
-23% -$4.21K ﹤0.01% 146
2023
Q2 		$18.5K Buy
+84
New +$17.5K 0.01% 123

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Cedar Mountain Advisors's VTI Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $358 and bringing the position to 8,768 shares worth $3.24M. The position accounts for 0.56% of the portfolio, ranked #25.

Cedar Mountain Advisors first reported a position in VTI in Q2 2023 and has held it in 12 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cedar Mountain Advisors held 8,768 shares of Vanguard Total Stock Market ETF worth $3.24M as of Q2 2026.
  • Cedar Mountain Advisors bought 1 Vanguard Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Total Stock Market ETF made up 0.56% of Cedar Mountain Advisors's portfolio in Q2 2026, its #25 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.