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

CKW Financial 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 Q1	–	Sell	-31	Closed	-$10K	–	186
2025 Q4	$10K	Buy	+31	New	+$10.3K	﹤0.01%	117
2022 Q4	–	Sell	-2,009	Closed	-$361K	–	209
2022 Q3	$361K	Buy	2,009 +1,850	+1,164%	+$369K	0.07%	25
2022 Q2	$30K	Hold	159	–	–	0.01%	136
2022 Q1	$36K	Sell	159 -124	-44%	-$27.9K	0.01%	133
2021 Q4	$70K	Hold	283	–	–	0.01%	107
2021 Q3	$64K	Sell	283 -110	-28%	-$25.1K	0.01%	107
2021 Q2	$88K	Buy	393 +124	+46%	+$26.9K	0.01%	87
2021 Q1	$56K	Hold	269	–	–	0.01%	99
2020 Q4	$52K	Hold	269	–	–	0.01%	98
2020 Q3	$46K	Sell	269 -28	-9%	-$4.71K	0.01%	97
2020 Q2	$47K	Hold	297	–	–	0.01%	90
2020 Q1	$37K	Hold	297	–	–	0.01%	98
2019 Q4	$49K	Buy	+297	New	+$46.5K	0.01%	99
2016 Q3	–	Sell	-18,670	Closed	-$2M	–	184
2016 Q2	$2M	Buy	+18,670	New	+$1.98M	0.71%	12

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

CKW Financial Group's VTI Position: Q1 2026 in Review

CKW Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 31 shares — an estimated $10K sold.

CKW Financial Group first reported a position in VTI in Q2 2016 and held it in 14 quarters. The position peaked at $2M in Q2 2016. 3,569 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

CKW Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
CKW Financial Group sold 31 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $10K.
CKW Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and held it in 14 quarters.
CKW Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2M in Q2 2016.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.