CJM Wealth Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CJM Wealth Advisers’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	$215K	Buy	+582	New	+$208K	0.06%	73
2026 Q1	–	Sell	-1,604	Closed	-$538K	–	76
2025 Q4	$538K	Buy	1,604 +745	+87%	+$248K	0.16%	42
2025 Q3	$282K	Buy	+859	New	+$271K	0.09%	59
2025 Q2	–	Sell	-778	Closed	-$214K	–	72
2025 Q1	$214K	Hold	778	–	–	0.08%	63
2024 Q4	$225K	Sell	778 -55	-7%	-$16K	0.08%	66
2024 Q3	$236K	Hold	833	–	–	0.08%	62
2024 Q2	$223K	Hold	833	–	–	0.08%	57
2024 Q1	$216K	Buy	+833	New	+$206K	0.08%	61
2022 Q1	–	Sell	-1,015	Closed	-$245K	–	62
2021 Q4	$245K	Buy	+1,015	New	+$240K	0.17%	54

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

CJM Wealth Advisers's VTI Position: Q2 2026 in Review

CJM Wealth Advisers opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 582 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings. This is a return to the name: CJM Wealth Advisers previously reported a position in VTI as recently as Q4 2025.

CJM Wealth Advisers first reported a position in VTI in Q4 2021 and has held it in 9 quarters since. The position peaked at $538K in Q4 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

CJM Wealth Advisers held 582 shares of Vanguard Morningstar Total Stock Market ETF worth $215K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new CJM Wealth Advisers position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of CJM Wealth Advisers's portfolio in Q2 2026, its #73 holding.
CJM Wealth Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 9 quarters since.
CJM Wealth Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $538K in Q4 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.