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

Community Financial Services Group’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 		$210K Hold
568
– – 0.03% 124
2026
Q1 		$184K Buy
+568
New +$191K 0.03% 115
2015
Q4 		– Sell
-982
Closed -$97K – 224
2015
Q3 		$97K Hold
982
– – 0.05% 93
2015
Q2 		$105K Hold
982
– – 0.05% 91
2015
Q1 		$105K Hold
982
– – 0.05% 92
2014
Q4 		$104K Buy
+982
New +$102K 0.05% 96

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Community Financial Services Group's VTI Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 568 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #124.

Community Financial Services Group first reported a position in VTI in Q4 2014 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Community Financial Services Group held 568 shares of Vanguard Morningstar Total Stock Market ETF worth $210K as of Q2 2026.
  • Community Financial Services Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #124 holding.
  • Community Financial Services Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 6 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.