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 Q3	$251K	Sell	670 -23	-3%	-$8.62K	0.03%	135
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CFM Wealth Partners's VTI Position: Q3 2026 in Review

CFM Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q3 2026, selling an estimated $8.62K and leaving 670 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #135.

CFM Wealth Partners first reported a position in VTI in Q4 2019 and has held it in 9 quarters since. The position peaked at $256K in Q2 2026. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

CFM Wealth Partners held 670 shares of Vanguard Morningstar Total Stock Market ETF worth $251K as of Q3 2026.
CFM Wealth Partners sold 23 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $8.62K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of CFM Wealth Partners's portfolio in Q3 2026, its #135 holding.
CFM Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 9 quarters since.
CFM Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $256K in Q2 2026.
2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.