Cedar Mountain Advisors’s Vanguard Morningstar 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 Q3	$3.28M	Hold	8,768	–	–	0.56%	31
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Cedar Mountain Advisors's VTI Position: Q3 2026 in Review

Cedar Mountain Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 8,768 shares worth $3.28M. The position accounts for 0.56% of the portfolio, ranked #31.

Cedar Mountain Advisors first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Cedar Mountain Advisors held 8,768 shares of Vanguard Morningstar Total Stock Market ETF worth $3.28M as of Q3 2026.
Cedar Mountain Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.56% of Cedar Mountain Advisors's portfolio in Q3 2026, its #31 holding.
Cedar Mountain Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.