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CM Wealth Advisors’s Vanguard Morningstar 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
Q2 		$1.52M Buy
4,116
+442
+12% +$158K 0.27% 36
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 		$258K 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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CM Wealth Advisors's VTI Position: Q2 2026 in Review

CM Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $158K and bringing the position to 4,116 shares worth $1.52M. The position accounts for 0.27% of the portfolio, ranked #36.

CM Wealth Advisors first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.35M in Q1 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CM Wealth Advisors held 4,116 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q2 2026.
  • CM Wealth Advisors bought 442 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $158K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of CM Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • CM Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $5.35M in Q1 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.