CG
VTI icon

Clifford Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Clifford 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 		$279K Buy
869
+141
+19% +$47.3K 0.21% 61
2025
Q4 		$244K Hold
728
– – 0.19% 69
2025
Q3 		$239K Hold
728
– – 0.19% 76
2025
Q2 		$221K Hold
728
– – 0.18% 77
2025
Q1 		$200K Buy
+728
New +$212K 0.19% 76

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clifford Group's VTI Position: Q1 2026 in Review

Clifford Group increased its Vanguard Total Stock Market ETF (VTI) stake by 19% in Q1 2026, buying an estimated $47.3K and bringing the position to 869 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #61.

Clifford Group first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Clifford Group held 869 shares of Vanguard Total Stock Market ETF worth $279K as of Q1 2026.
  • Clifford Group bought 141 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $47.3K.
  • Vanguard Total Stock Market ETF made up 0.21% of Clifford Group's portfolio in Q1 2026, its #61 holding.
  • Clifford Group first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.