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

CogentBlue 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 Q3	$4.88M	Sell	13,038 -435	-3%	-$163K	4.54%	9
2026 Q2	$4.99M	Sell	13,473 -546	-4%	-$195K	2.86%	11
2026 Q1	$4.5M	Buy	14,019 +192	+1%	+$64.4K	3.02%	12
2025 Q4	$4.64M	Buy	13,827 +139	+1%	+$46.2K	3.16%	9
2025 Q3	$4.49M	Sell	13,688 -1,721	-11%	-$544K	3.06%	9
2025 Q2	$4.68M	Buy	15,409 +171	+1%	+$48.1K	3.59%	8
2025 Q1	$4.19M	Buy	15,238 +456	+3%	+$132K	3.68%	8
2024 Q4	$4.28M	Buy	+14,782	New	+$4.31M	3.77%	9

Other funds holding VTI

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

CogentBlue Wealth Advisors's VTI Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q3 2026, selling an estimated $163K and leaving 13,038 shares worth $4.88M. The position accounts for 4.54% of the portfolio, ranked #9.

CogentBlue Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.99M in Q2 2026. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

CogentBlue Wealth Advisors held 13,038 shares of Vanguard Morningstar Total Stock Market ETF worth $4.88M as of Q3 2026.
CogentBlue Wealth Advisors sold 435 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $163K.
Vanguard Morningstar Total Stock Market ETF made up 4.54% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #9 holding.
CogentBlue Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.99M in Q2 2026.
225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.