Commonwealth Financial Services
VTI icon

Commonwealth Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Commonwealth Financial Services’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 		$1M Sell
2,685
-81
-3% -$30.4K 0.18% 86
2026
Q2 		$1.02M Sell
2,766
-4
-0.1% -$1.43K 0.14% 103
2026
Q1 		$889K Buy
2,770
+1,467
+113% +$492K 0.14% 89
2025
Q4 		$437K Buy
1,303
+121
+10% +$40.3K 0.07% 134
2025
Q3 		$388K Buy
1,182
+55
+5% +$17.4K 0.07% 137
2025
Q2 		$343K Sell
1,127
-126
-10% -$35.4K 0.07% 146
2025
Q1 		$344K Buy
1,253
+219
+21% +$63.6K 0.07% 137
2024
Q4 		$300K Buy
1,034
+9
+0.9% +$2.63K 0.06% 148
2024
Q3 		$288K Buy
1,025
+1
+0.1% +$273 0.06% 157
2024
Q2 		$279K Buy
1,024
+3
+0.3% +$776 0.06% 148
2024
Q1 		$242K Hold
1,021
– – 0.06% 161
2023
Q4 		$242K Buy
1,021
+2
+0.2% +$442 0.06% 161
2023
Q3 		$216K Buy
+1,019
New +$226K 0.06% 169
2017
Q1 		$1.55M Buy
12,832
+1,775
+16% +$213K 1.69% 7
2016
Q4 		$1.29M Buy
11,057
+1,896
+21% +$213K 1.27% 11
2016
Q3 		$1.02M Buy
9,161
+354
+4% +$39.3K 0.96% 15
2016
Q2 		$944K Buy
8,807
+8,571
+3,632% +$908K 1.11% 13
2016
Q1 		$25K Hold
236
– – 0.04% 110
2015
Q4 		$25K Sell
236
-7,498
-97% -$790K 0.08% 101
2015
Q3 		$764K Buy
7,734
+1,705
+28% +$179K 0.89% 8
2015
Q2 		$645K Buy
6,029
+615
+11% +$67.1K 0.7% 10
2015
Q1 		$581K Buy
5,414
+552
+11% +$59K 0.51% 14
2014
Q4 		$515K Buy
+4,862
New +$503K 0.46% 20

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Commonwealth Financial Services's VTI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q3 2026, selling an estimated $30.4K and leaving 2,685 shares worth $1M. The position accounts for 0.18% of the portfolio, ranked #86.

Commonwealth Financial Services first reported a position in VTI in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2017. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Commonwealth Financial Services held 2,685 shares of Vanguard Morningstar Total Stock Market ETF worth $1M as of Q3 2026.
  • Commonwealth Financial Services sold 81 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $30.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Commonwealth Financial Services's portfolio in Q3 2026, its #86 holding.
  • Commonwealth Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.55M in Q1 2017.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.