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Cherrydale Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cherrydale Wealth 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
Q2 		$106M Buy
286,619
+7,017
+3% +$2.51M 27.75% 1
2026
Q1 		$89.7M Buy
279,602
+7,472
+3% +$2.51M 27.71% 1
2025
Q4 		$91.2M Buy
272,130
+4,681
+2% +$1.56M 27.69% 1
2025
Q3 		$87.8M Buy
267,449
+9,147
+4% +$2.89M 27.58% 1
2025
Q2 		$78.5M Buy
258,302
+13,388
+5% +$3.77M 27.32% 1
2025
Q1 		$67.3M Sell
244,914
-2,563
-1% -$745K 26.62% 1
2024
Q4 		$71.7M Buy
247,477
+18,455
+8% +$5.38M 27.75% 1
2024
Q3 		$64.8M Buy
229,022
+1,587
+0.7% +$433K 26.51% 1
2024
Q2 		$60.8M Buy
227,435
+14,487
+7% +$3.75M 26.68% 1
2024
Q1 		$55.3M Buy
212,948
+28,195
+15% +$6.98M 25.88% 1
2023
Q4 		$43.8M Buy
184,753
+9,552
+5% +$2.11M 22.87% 1
2023
Q3 		$37.2M Buy
175,201
+22,094
+14% +$4.89M 22.14% 1
2023
Q2 		$33.7M Buy
153,107
+1,838
+1% +$383K 23.55% 1
2023
Q1 		$30.9M Buy
151,269
+4,862
+3% +$973K 23.39% 1
2022
Q4 		$28M Buy
146,407
+20,111
+16% +$3.88M 23.17% 1
2022
Q3 		$22.7M Buy
126,296
+9,462
+8% +$1.89M 20.92% 1
2022
Q2 		$22M Sell
116,834
-34,485
-23% -$7.09M 20.21% 1
2022
Q1 		$34.5M Buy
151,319
+24,952
+20% +$5.61M 25.28% 1
2021
Q4 		$30.5M Buy
+126,367
New +$29.8M 22.88% 1

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

Cherrydale Wealth Management's VTI Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $2.51M and bringing the position to 286,619 shares worth $106M. The position accounts for 27.75% of the portfolio, ranked #1.

Cherrydale Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cherrydale Wealth Management held 286,619 shares of Vanguard Morningstar Total Stock Market ETF worth $106M as of Q2 2026.
  • Cherrydale Wealth Management bought 7,017 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.51M.
  • Vanguard Morningstar Total Stock Market ETF made up 27.75% of Cherrydale Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Cherrydale Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.