CFSG
VTI icon

Community Financial Services Group’s Vanguard 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

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

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

Community Financial Services Group held its Vanguard 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. 883 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Community Financial Services Group held 568 shares of Vanguard Total Stock Market ETF worth $210K as of Q2 2026.
  • Community Financial Services Group left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard 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 Total Stock Market ETF in Q4 2014 and has held it in 6 quarters since.
  • 883 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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