CFO Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CFO Capital 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	$262K	Buy	+817	New	+$274K	0.22%	93

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 New York $52.8B AUM 15.34% 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 $1.37T AUM 24.88% 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

CFO Capital Management's VTI Position: Q1 2026 in Review

CFO Capital Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 817 shares worth $262K. The stake represents 0.22% of the portfolio and ranks #93 among its holdings.

3,566 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

CFO Capital Management held 817 shares of Vanguard Morningstar Total Stock Market ETF worth $262K as of Q1 2026.
Vanguard Morningstar Total Stock Market ETF was a new CFO Capital Management position in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of CFO Capital Management's portfolio in Q1 2026, its #93 holding.
3,566 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.