CWM
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CMH Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

CMH 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 		$1.05M Sell
2,845
-25
-0.9% -$8.94K 0.16% 81
2026
Q1 		$921K Buy
+2,870
New +$963K 0.16% 88

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

CMH Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.87% in Q2 2026, selling an estimated $8.94K and leaving 2,845 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #81.

CMH Wealth Management first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CMH Wealth Management held 2,845 shares of Vanguard Total Stock Market ETF worth $1.05M as of Q2 2026.
  • CMH Wealth Management sold 25 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
  • Vanguard Total Stock Market ETF made up 0.16% of CMH Wealth Management's portfolio in Q2 2026, its #81 holding.
  • CMH Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.