Coign Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Coign Capital 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	$644K	Sell	1,741 -32	-2%	-$11.4K	0.29%	62
2026 Q1	$569K	Hold	1,773	–	–	0.3%	72
2025 Q4	$594K	Sell	1,773 -4	-0.2%	-$1.33K	0.31%	69
2025 Q3	$583K	Buy	1,777 +1	+0.1%	+$316	0.32%	73
2025 Q2	$540K	Hold	1,776	–	–	0.37%	64
2025 Q1	$488K	Hold	1,776	–	–	0.38%	68
2024 Q4	$515K	Buy	+1,776	New	+$518K	0.47%	63

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Coign Capital Advisors's VTI Position: Q2 2026 in Review

Coign Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $11.4K and leaving 1,741 shares worth $644K. The position accounts for 0.29% of the portfolio, ranked #62.

Coign Capital Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Coign Capital Advisors held 1,741 shares of Vanguard Morningstar Total Stock Market ETF worth $644K as of Q2 2026.
Coign Capital Advisors sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Coign Capital Advisors's portfolio in Q2 2026, its #62 holding.
Coign Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.