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CFO4Life Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CFO4Life Group’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 		$9.75M Sell
26,362
-11
-0% -$3.93K 1.31% 18
2026
Q1 		$8.46M Sell
26,373
-88
-0.3% -$29.5K 1.29% 19
2025
Q4 		$8.87M Buy
26,461
+5
+0% +$1.66K 1.26% 19
2025
Q3 		$8.68M Buy
26,456
+27
+0.1% +$8.53K 1.26% 20
2025
Q2 		$8.03M Buy
26,429
+50
+0.2% +$14.1K 1.26% 20
2025
Q1 		$7.25M Buy
26,379
+29
+0.1% +$8.43K 1.22% 23
2024
Q4 		$7.64M Sell
26,350
-137
-0.5% -$40K 1.34% 18
2024
Q3 		$7.5M Buy
26,487
+18
+0.1% +$4.91K 1.33% 19
2024
Q2 		$7.08M Buy
26,469
+1
+0% +$259 1.33% 18
2024
Q1 		$6.88M Buy
26,468
+16
+0.1% +$3.96K 1.25% 19
2023
Q4 		$6.28M Sell
26,452
-143
-0.5% -$31.6K 1.2% 21
2023
Q3 		$5.65M Sell
26,595
-1,075
-4% -$238K 1.3% 16
2023
Q2 		$6.1M Buy
27,670
+2,894
+12% +$604K 1.31% 16
2023
Q1 		$5.06M Sell
24,776
-32,443
-57% -$6.49M 1.15% 16
2022
Q4 		$10.9M Buy
57,219
+38,798
+211% +$7.48M 2.33% 10
2022
Q3 		$3.31M Buy
18,421
+31
+0.2% +$6.18K 0.88% 19
2022
Q2 		$3.52M Buy
18,390
+760
+4% +$156K 0.87% 21
2022
Q1 		$4.01M Buy
17,630
+47
+0.3% +$10.6K 0.84% 19
2021
Q4 		$4.25M Buy
17,583
+25
+0.1% +$5.9K 0.88% 19
2021
Q3 		$3.9M Buy
17,558
+22
+0.1% +$5.02K 0.91% 19
2021
Q2 		$3.91M Buy
17,536
+21
+0.1% +$4.56K 0.9% 21
2021
Q1 		$3.62M Sell
17,515
-69
-0.4% -$14K 0.9% 21
2020
Q4 		$3.42M Buy
17,584
+119
+0.7% +$21.8K 0.98% 21
2020
Q3 		$2.97M Buy
17,465
+2
+0% +$336 1.01% 19
2020
Q2 		$2.73M Sell
17,463
-2
-0% -$295 1.05% 19
2020
Q1 		$2.25M Buy
17,465
+2
+0% +$309 1.2% 18
2019
Q4 		$2.86M Buy
17,463
+2
+0% +$313 1.21% 18
2019
Q3 		$2.64M Buy
17,461
+2
+0% +$301 1.18% 21
2019
Q2 		$2.62M Buy
17,459
+2,183
+14% +$321K 1.2% 20
2019
Q1 		$2.21M Sell
15,276
-3,077
-17% -$429K 1.04% 23
2018
Q4 		$2.34M Sell
18,353
-5,503
-23% -$760K 1.03% 24
2018
Q3 		$3.57M Buy
23,856
+2,411
+11% +$355K 1.58% 17
2018
Q2 		$3.01M Buy
21,445
+14,923
+229% +$2.08M 1.26% 18
2018
Q1 		$885K Hold
6,522
– – 0.75% 17
2017
Q4 		$895K Hold
6,522
– – 0.7% 18
2017
Q3 		$845K Buy
+6,522
New +$826K 0.68% 19

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFO4Life Group's VTI Position: Q2 2026 in Review

CFO4Life Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, selling an estimated $3.93K and leaving 26,362 shares worth $9.75M. The position accounts for 1.31% of the portfolio, ranked #18.

CFO4Life Group first reported a position in VTI in Q3 2017 and has held it in 36 quarters since. The position peaked at $10.9M in Q4 2022. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CFO4Life Group held 26,362 shares of Vanguard Morningstar Total Stock Market ETF worth $9.75M as of Q2 2026.
  • CFO4Life Group sold 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.31% of CFO4Life Group's portfolio in Q2 2026, its #18 holding.
  • CFO4Life Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
  • CFO4Life Group's Vanguard Morningstar Total Stock Market ETF position peaked at $10.9M in Q4 2022.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.