CFM Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CFM Wealth Partners’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	$256K	Buy	693 +7	+1%	+$2.5K	0.03%	132
2026 Q1	$220K	Sell	686 -19	-3%	-$6.38K	0.03%	140
2025 Q4	$236K	Sell	705 -21	-3%	-$6.99K	0.03%	134
2025 Q3	$238K	Buy	726 +2	+0.3%	+$632	0.03%	135
2025 Q2	$220K	Buy	+724	New	+$204K	0.04%	133
2020 Q3	–	Sell	-40	Closed	-$6K	–	447
2020 Q2	$6K	Hold	40	–	–	﹤0.01%	431
2020 Q1	$5K	Sell	40 -979	-96%	-$151K	﹤0.01%	479
2019 Q4	$172K	Buy	+1,019	New	+$160K	0.06%	159

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFM Wealth Partners's VTI Position: Q2 2026 in Review

CFM Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, buying an estimated $2.5K and bringing the position to 693 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #132.

CFM Wealth Partners first reported a position in VTI in Q4 2019 and has held it in 8 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

CFM Wealth Partners held 693 shares of Vanguard Morningstar Total Stock Market ETF worth $256K as of Q2 2026.
CFM Wealth Partners bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #132 holding.
CFM Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 8 quarters since.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.