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

ClientFirst 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	$407K	Hold	1,100	–	–	0.33%	30
2026 Q1	$353K	Hold	1,100	–	–	0.3%	32
2025 Q4	$369K	Hold	1,100	–	–	0.3%	30
2025 Q3	$361K	Hold	1,100	–	–	0.29%	33
2025 Q2	$334K	Hold	1,100	–	–	0.34%	30
2025 Q1	$302K	Hold	1,100	–	–	0.34%	32
2024 Q4	$319K	Buy	+1,100	New	+$321K	0.32%	30
2023 Q3	$237K	Hold	1,100	–	–	0.29%	24
2023 Q2	$246K	Hold	1,100	–	–	0.29%	25
2023 Q1	$223K	Hold	1,100	–	–	0.3%	23
2022 Q4	$210K	Hold	1,100	–	–	0.27%	25
2022 Q3	$218K	Hold	1,100	–	–	0.27%	24
2022 Q2	$207K	Hold	1,100	–	–	0.31%	27
2022 Q1	$250K	Hold	1,100	–	–	0.23%	25
2021 Q4	$253K	Buy	+1,100	New	+$260K	0.23%	25

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

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

ClientFirst Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,100 shares worth $407K. The position accounts for 0.33% of the portfolio, ranked #30.

ClientFirst Wealth Management first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

ClientFirst Wealth Management held 1,100 shares of Vanguard Morningstar Total Stock Market ETF worth $407K as of Q2 2026.
ClientFirst Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of ClientFirst Wealth Management's portfolio in Q2 2026, its #30 holding.
ClientFirst Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.