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Commonwealth Financial Services’s Vanguard 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
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

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

Commonwealth Financial Services's VTI Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, selling an estimated $1.43K and leaving 2,766 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #103.

Commonwealth Financial Services first reported a position in VTI in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2017. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Commonwealth Financial Services held 2,766 shares of Vanguard Total Stock Market ETF worth $1.02M as of Q2 2026.
  • Commonwealth Financial Services sold 4 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Total Stock Market ETF made up 0.14% of Commonwealth Financial Services's portfolio in Q2 2026, its #103 holding.
  • Commonwealth Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Vanguard Total Stock Market ETF position peaked at $1.55M in Q1 2017.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.