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CFS Investment Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

CFS Investment Advisory Services’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 		$4.54M Buy
12,307
+11
+0.1% +$3.93K 0.3% 69
2026
Q1 		$4.31M Buy
12,296
+496
+4% +$166K 0.3% 70
2025
Q4 		$3.96M Buy
11,800
+6,477
+122% +$2.15M 0.29% 73
2025
Q3 		$1.78M Buy
5,323
+46
+0.9% +$14.5K 0.13% 133
2025
Q2 		$1.6M Buy
5,277
+705
+15% +$198K 0.13% 135
2025
Q1 		$1.26M Buy
4,572
+76
+2% +$22.1K 0.11% 147
2024
Q4 		$1.3M Sell
4,496
-434
-9% -$127K 0.12% 138
2024
Q3 		$1.4M Sell
4,930
-7,266
-60% -$1.98M 0.12% 132
2024
Q2 		$3.26M Buy
+12,196
New +$3.16M 0.26% 69
2023
Q4 		– Sell
-5,347
Closed -$1.14M – 172
2023
Q3 		$1.14M Sell
5,347
-337
-6% -$74.6K 0.18% 86
2023
Q2 		$1.25M Buy
5,684
+167
+3% +$34.8K 0.16% 108
2023
Q1 		$1.13M Buy
+5,517
New +$1.1M 0.2% 65
2022
Q4 		– Sell
-1,219,678
Closed -$319K – 267
2022
Q3 		$319K Buy
1,219,678
+1,213,665
+20,184% +$242M 0.07% 106
2022
Q2 		$1.13M Sell
6,013
-1,535,441
-100% -$315M 0.17% 119
2022
Q1 		$410K Buy
1,541,454
+1,534,683
+22,666% +$345M 1.78% 13
2021
Q4 		$1.54M Buy
6,771
+41
+0.6% +$9.68K 0.21% 105
2021
Q3 		$1.49M Buy
+6,730
New +$1.53M 0.2% 116
2020
Q4 		$935K Buy
+4,804
New +$878K 0.15% 123

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CFS Investment Advisory Services's VTI Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, buying an estimated $3.93K and bringing the position to 12,307 shares worth $4.54M. The position accounts for 0.3% of the portfolio, ranked #69.

CFS Investment Advisory Services first reported a position in VTI in Q4 2020 and has held it in 18 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CFS Investment Advisory Services held 12,307 shares of Vanguard Total Stock Market ETF worth $4.54M as of Q2 2026.
  • CFS Investment Advisory Services bought 11 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
  • Vanguard Total Stock Market ETF made up 0.3% of CFS Investment Advisory Services's portfolio in Q2 2026, its #69 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.