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CM Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

CM Wealth Advisors’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 		$1.18M Buy
3,674
+302
+9% +$101K 0.25% 40
2025
Q4 		$1.13M Buy
3,372
+303
+10% +$101K 0.26% 37
2025
Q3 		$1.01M Buy
3,069
+319
+12% +$101K 0.27% 29
2025
Q2 		$838K Buy
2,750
+113
+4% +$31.8K 0.25% 33
2025
Q1 		$725K Buy
2,637
+142
+6% +$41.3K 0.23% 42
2024
Q4 		$723K Hold
2,495
– – 0.24% 42
2024
Q3 		$709K Hold
2,495
– – 0.23% 42
2024
Q2 		$670K Sell
2,495
-18,355
-88% -$4.75M 0.32% 28
2024
Q1 		$5.35M Buy
20,850
+18,355
+736% +$4.54M 1.53% 10
2023
Q4 		$592K Hold
2,495
– – 0.25% 38
2023
Q3 		$554K Sell
2,495
-14,925
-86% -$3.3M 0.21% 41
2023
Q2 		$3.97M Buy
17,420
+15,511
+813% +$3.24M 1.3% 11
2023
Q1 		$383K Buy
1,909
+222
+13% +$44.4K 0.07% 291
2022
Q4 		$323K Buy
1,687
+248
+17% +$47.8K 0.16% 52
2022
Q3 		$258M Hold
1,439
– – 0.14% 58
2022
Q2 		$271K Buy
+1,439
New +$296K 0.17% 55

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

CM Wealth Advisors's VTI Position: Q1 2026 in Review

CM Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 9% in Q1 2026, buying an estimated $101K and bringing the position to 3,674 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #40.

CM Wealth Advisors first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. The position peaked at $258M in Q3 2022. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • CM Wealth Advisors held 3,674 shares of Vanguard Total Stock Market ETF worth $1.18M as of Q1 2026.
  • CM Wealth Advisors bought 302 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $101K.
  • Vanguard Total Stock Market ETF made up 0.25% of CM Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • CM Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • CM Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $258M in Q3 2022.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.