CFS Investment Advisory Services’s Vanguard Morningstar 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 Q3	–	Sell	-6,013	Closed	-$1.13M	–	216
2022 Q2	$1.13M	Buy	+6,013	New	+$1.24M	0.17%	119
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

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

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

CFS Investment Advisory Services increased its Vanguard Morningstar 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 16 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

CFS Investment Advisory Services held 12,307 shares of Vanguard Morningstar Total Stock Market ETF worth $4.54M as of Q2 2026.
CFS Investment Advisory Services bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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