CFCI
VTI icon

Comprehensive Financial Consultants Institutional’s Vanguard Total Stock Market ETF VTI Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$572K Hold
1,545
– – 0.15% 128
2026
Q1 		$496K Sell
1,545
-550
-26% -$185K 0.15% 132
2025
Q4 		$702K Sell
2,095
-25
-1% -$8.32K 0.21% 113
2025
Q3 		$696K Sell
2,120
-535
-20% -$169K 0.22% 113
2025
Q2 		$807K Sell
2,655
-2
-0.1% -$563 0.26% 109
2025
Q1 		$730K Sell
2,657
-339
-11% -$98.5K 0.26% 107
2024
Q4 		$868K Sell
2,996
-243
-8% -$70.9K 0.32% 97
2024
Q3 		$917K Sell
3,239
-94
-3% -$25.6K 0.33% 95
2024
Q2 		$892K Buy
3,333
+18
+0.5% +$4.66K 0.35% 93
2024
Q1 		$862K Buy
3,315
+1,926
+139% +$476K 0.36% 91
2023
Q4 		$329K Sell
1,389
-59
-4% -$13K 0.15% 131
2023
Q3 		$308K Buy
1,448
+245
+20% +$54.2K 0.16% 128
2023
Q2 		$270K Buy
1,203
+163
+16% +$34K 0.14% 135
2023
Q1 		$212K Buy
+1,040
New +$208K 0.12% 154
2022
Q4 		– Sell
-1,997
Closed -$367K – 168
2022
Q3 		$367K Sell
1,997
-36
-2% -$7.17K 0.24% 114
2022
Q2 		$387K Sell
2,033
-18
-0.9% -$3.7K 0.28% 112
2022
Q1 		$422K Sell
2,051
-860
-30% -$193K 0.29% 107
2021
Q4 		$644K Buy
+2,911
New +$687K 0.41% 85

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VTI Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,545 shares worth $572K. The position accounts for 0.15% of the portfolio, ranked #128.

Comprehensive Financial Consultants Institutional first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $917K in Q3 2024. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,545 shares of Vanguard Total Stock Market ETF worth $572K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.15% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #128 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Comprehensive Financial Consultants Institutional's Vanguard Total Stock Market ETF position peaked at $917K in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.