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Cohen Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cohen Investment 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 		$345K Buy
1,075
+72
+7% +$24.2K 0.16% 73
2025
Q4 		$336K Buy
1,003
+54
+6% +$18K 0.15% 73
2025
Q3 		$311K Buy
949
+101
+12% +$31.9K 0.15% 76
2025
Q2 		$258K Buy
848
+50
+6% +$14.1K 0.13% 78
2025
Q1 		$219K Buy
+798
New +$232K 0.13% 77

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 $12.8B AUM 19.73% 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

Cohen Investment Advisors's VTI Position: Q1 2026 in Review

Cohen Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 7.2% in Q1 2026, buying an estimated $24.2K and bringing the position to 1,075 shares worth $345K. The position accounts for 0.16% of the portfolio, ranked #73.

Cohen Investment Advisors first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cohen Investment Advisors held 1,075 shares of Vanguard Total Stock Market ETF worth $345K as of Q1 2026.
  • Cohen Investment Advisors bought 72 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $24.2K.
  • Vanguard Total Stock Market ETF made up 0.16% of Cohen Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Cohen Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.