Certified Advisory Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.62M Buy
12,487
+346
+3% +$124K 0.37% 74
2026
Q1
$3.9M Sell
12,141
-151
-1% -$50.7K 0.35% 80
2025
Q4
$4.12M Buy
12,292
+456
+4% +$152K 0.38% 70
2025
Q3
$3.88M Buy
11,836
+458
+4% +$145K 0.37% 72
2025
Q2
$3.46M Buy
11,378
+2,647
+30% +$744K 0.36% 78
2025
Q1
$2.4M Sell
8,731
-200
-2% -$58.1K 0.27% 97
2024
Q4
$2.59M Sell
8,931
-39
-0.4% -$11.4K 0.28% 96
2024
Q3
$2.54M Buy
8,970
+675
+8% +$184K 0.28% 94
2024
Q2
$2.22M Buy
8,295
+154
+2% +$39.9K 0.28% 96
2024
Q1
$2.12M Buy
8,141
+464
+6% +$115K 0.3% 94
2023
Q4
$1.82M Sell
7,677
-484
-6% -$107K 0.28% 100
2023
Q3
$1.73M Buy
8,161
+28
+0.3% +$6.2K 0.32% 90
2023
Q2
$1.79M Buy
8,133
+541
+7% +$113K 0.33% 85
2023
Q1
$1.55M Sell
7,592
-405
-5% -$81.1K 0.28% 95
2022
Q4
$1.53M Sell
7,997
-19
-0.2% -$3.66K 0.3% 90
2022
Q3
$1.44M Buy
8,016
+558
+7% +$111K 0.33% 84
2022
Q2
$1.41M Sell
7,458
-6
-0.1% -$1.23K 0.31% 83
2022
Q1
$1.7M Buy
7,464
+159
+2% +$35.8K 0.36% 79
2021
Q4
$1.76M Buy
7,305
+272
+4% +$64.2K 0.39% 67
2021
Q3
$1.56M Buy
7,033
+282
+4% +$64.3K 0.38% 66
2021
Q2
$1.5M Sell
6,751
-261
-4% -$56.6K 0.38% 65
2021
Q1
$1.45M Buy
+7,012
New +$1.42M 0.38% 65
2020
Q2
$1.23M Buy
7,845
+724
+10% +$107K 0.41% 59
2020
Q1
$918K Buy
7,121
+2,114
+42% +$327K 0.36% 67
2019
Q4
$819K Buy
5,007
+12
+0.2% +$1.88K 0.26% 92
2019
Q3
$754K Sell
4,995
-166
-3% -$25K 0.26% 88
2019
Q2
$775K Buy
5,161
+513
+11% +$75.6K 0.29% 82
2019
Q1
$673K Sell
4,648
-161
-3% -$22.5K 0.28% 83
2018
Q4
$614K Buy
4,809
+2,051
+74% +$283K 0.32% 79
2018
Q3
$413K Sell
2,758
-225
-8% -$33.1K 0.19% 100
2018
Q2
$419K Sell
2,983
-520
-15% -$72.5K 0.23% 94
2018
Q1
$475K Buy
3,503
+1,875
+115% +$263K 0.28% 86
2017
Q4
$223K Buy
+1,628
New +$218K 0.16% 107

Other funds holding VTI

Certified Advisory Corp's VTI Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, buying an estimated $124K and bringing the position to 12,487 shares worth $4.62M. The position accounts for 0.37% of the portfolio, ranked #74.

Certified Advisory Corp first reported a position in VTI in Q4 2017 and has held it in 33 quarters since. 1,476 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Certified Advisory Corp held 12,487 shares of Vanguard Total Stock Market ETF worth $4.62M as of Q2 2026.
  • Certified Advisory Corp bought 346 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Total Stock Market ETF made up 0.37% of Certified Advisory Corp's portfolio in Q2 2026, its #74 holding.
  • Certified Advisory Corp first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.