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

Cedar 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 		$64.5M Hold
201,060
– – 18.77% 1
2025
Q4 		$67.4M Sell
201,060
-11
-0% -$3.66K 20.16% 1
2025
Q3 		$66M Hold
201,071
– – 20.22% 1
2025
Q2 		$61.1M Hold
201,071
– – 20.7% 1
2025
Q1 		$55.3M Sell
201,071
-1,010
-0.5% -$293K 19.66% 1
2024
Q4 		$58.6M Sell
202,081
-8,361
-4% -$2.44M 21.18% 1
2024
Q3 		$59.6M Sell
210,442
-408
-0.2% -$111K 18.5% 1
2024
Q2 		$56.4M Sell
210,850
-13
-0% -$3.37K 18.31% 1
2024
Q1 		$54.8M Sell
210,863
-403
-0.2% -$99.7K 18.03% 1
2023
Q4 		$50.1M Sell
211,266
-895
-0.4% -$198K 18.25% 1
2023
Q3 		$45.1M Buy
212,161
+1,099
+0.5% +$243K 17.82% 1
2023
Q2 		$46.5M Buy
211,062
+138
+0.1% +$28.8K 17.97% 1
2023
Q1 		$43M Buy
210,924
+39,535
+23% +$7.91M 17.62% 1
2022
Q4 		$32.8M Sell
171,389
-35,025
-17% -$6.75M 16.18% 1
2022
Q3 		$37M Buy
206,414
+2,847
+1% +$567K 18.41% 1
2022
Q2 		$38.4M Buy
203,567
+4,613
+2% +$948K 17.58% 1
2022
Q1 		$45.3M Sell
198,954
-1,925
-1% -$433K 18.32% 1
2021
Q4 		$48.5M Buy
200,879
+1,801
+0.9% +$425K 19.59% 1
2021
Q3 		$44.2M Sell
199,078
-298
-0.1% -$68K 19.66% 1
2021
Q2 		$44.4M Buy
199,376
+2,142
+1% +$465K 20.02% 1
2021
Q1 		$40.8M Buy
197,234
+32
+0% +$6.47K 20.28% 1
2020
Q4 		$38.4M Buy
197,202
+820
+0.4% +$150K 20.6% 1
2020
Q3 		$33.4M Buy
196,382
+256
+0.1% +$43.1K 20.8% 1
2020
Q2 		$30.7M Sell
196,126
-100,748
-34% -$14.9M 20.7% 1
2020
Q1 		$38.3M Buy
296,874
+2,836
+1% +$439K 25.85% 1
2019
Q4 		$48.1M Buy
294,038
+60,927
+26% +$9.55M 28.45% 1
2019
Q3 		$35.2M Buy
233,111
+5,788
+3% +$872K 23.56% 1
2019
Q2 		$34.1M Sell
227,323
-4,210
-2% -$620K 22.06% 1
2019
Q1 		$33.5M Buy
231,533
+16,003
+7% +$2.23M 20.98% 2
2018
Q4 		$27.5M Sell
215,530
-1,022
-0.5% -$141K 19.78% 2
2018
Q3 		$32.4M Sell
216,552
-6,820
-3% -$1M 17.03% 3
2018
Q2 		$31.4M Buy
223,372
+6,527
+3% +$911K 17.6% 3
2018
Q1 		$29.4M Buy
216,845
+8,017
+4% +$1.12M 18.2% 2
2017
Q4 		$28.7M Buy
208,828
+12,100
+6% +$1.62M 17.07% 3
2017
Q3 		$25.5M Buy
196,728
+26,280
+15% +$3.33M 15.12% 3
2017
Q2 		$21.2M Buy
170,448
+20,375
+14% +$2.51M 13.81% 3
2017
Q1 		$18.2M Buy
150,073
+24,475
+19% +$2.93M 11.16% 3
2016
Q4 		$14.5M Sell
125,598
-6,073
-5% -$683K 9.9% 3
2016
Q3 		$14.7M Sell
131,671
-43,697
-25% -$4.85M 10.06% 4
2016
Q2 		$18.8M Buy
175,368
+14,636
+9% +$1.55M 12% 3
2016
Q1 		$16.8M Buy
160,732
+4,480
+3% +$444K 11.61% 3
2015
Q4 		$16.3M Buy
+156,252
New +$16.5M 13.81% 3

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 $11.5B AUM 18.72% 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

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

Cedar Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 201,060 shares worth $64.5M. The position accounts for 18.77% of the portfolio, ranked #1.

Cedar Wealth Management first reported a position in VTI in Q4 2015 and has held it in 42 quarters since. The position peaked at $67.4M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cedar Wealth Management held 201,060 shares of Vanguard Total Stock Market ETF worth $64.5M as of Q1 2026.
  • Cedar Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 18.77% of Cedar Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Cedar Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 42 quarters since.
  • Cedar Wealth Management's Vanguard Total Stock Market ETF position peaked at $67.4M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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