CFCI
VTI icon

Comprehensive Financial Consultants Institutional’s Vanguard Morningstar 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

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

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

Comprehensive Financial Consultants Institutional held its Vanguard Morningstar 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. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,545 shares of Vanguard Morningstar Total Stock Market ETF worth $572K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Comprehensive Financial Consultants Institutional's Vanguard Morningstar Total Stock Market ETF position peaked at $917K in Q3 2024.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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