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Comprehensive Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Comprehensive Financial Management’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 		$20.4M Buy
55,012
+321
+0.6% +$115K 0.67% 10
2026
Q1 		$17.5M Hold
54,691
– – 0.58% 11
2025
Q4 		$18.3M Buy
54,691
+29,616
+118% +$9.85M 0.55% 11
2025
Q3 		$8.25M Sell
25,075
-992
-4% -$313K 0.23% 15
2025
Q2 		$7.95M Hold
26,067
– – 0.22% 15
2025
Q1 		$7.16M Buy
26,067
+3
+0% +$872 0.23% 13
2024
Q4 		$7.55M Buy
26,064
+4
+0% +$1.17K 0.21% 14
2024
Q3 		$7.4M Sell
26,060
-540
-2% -$147K 0.21% 14
2024
Q2 		$7.14M Hold
26,600
– – 0.25% 14
2024
Q1 		$6.91M Buy
26,600
+2
+0% +$495 0.22% 15
2023
Q4 		$6.31M Sell
26,598
-253
-0.9% -$55.9K 0.22% 15
2023
Q3 		$5.7M Sell
26,851
-3,174
-11% -$703K 0.21% 16
2023
Q2 		$6.61M Buy
30,025
+2
+0% +$417 0.22% 16
2023
Q1 		$37.3M Buy
30,023
+3
+0% +$601 1.13% 6
2022
Q4 		$5.74M Buy
30,020
+4
+0% +$771 0.18% 16
2022
Q3 		$5.39M Buy
30,016
+3
+0% +$598 0.14% 17
2022
Q2 		$5.66M Buy
30,013
+3
+0% +$616 0.16% 18
2022
Q1 		$6.83M Hold
30,010
– – 0.12% 18
2021
Q4 		$7.25M Buy
30,010
+3
+0% +$708 0.09% 21
2021
Q3 		$6.66M Buy
30,007
+2
+0% +$456 0.06% 20
2021
Q2 		$6.69M Buy
30,005
+2,909
+11% +$631K 0.06% 19
2021
Q1 		$5.6M Buy
27,096
+11
+0% +$2.23K 0.06% 15
2020
Q4 		$5.27M Sell
27,085
-32
-0.1% -$5.85K 0.05% 15
2020
Q3 		$4.62M Buy
27,117
+32
+0.1% +$5.38K 0.05% 11
2020
Q2 		$4.24M Buy
27,085
+3
+0% +$442 0.05% 11
2020
Q1 		$3.49M Hold
27,082
– – 0.07% 13
2019
Q4 		$4.43M Buy
+27,082
New +$4.24M 0.08% 11

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 Management's VTI Position: Q2 2026 in Review

Comprehensive Financial Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.59% in Q2 2026, buying an estimated $115K and bringing the position to 55,012 shares worth $20.4M. The position accounts for 0.67% of the portfolio, ranked #10.

Comprehensive Financial Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.3M in Q1 2023. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Comprehensive Financial Management held 55,012 shares of Vanguard Morningstar Total Stock Market ETF worth $20.4M as of Q2 2026.
  • Comprehensive Financial Management bought 321 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.67% of Comprehensive Financial Management's portfolio in Q2 2026, its #10 holding.
  • Comprehensive Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Comprehensive Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $37.3M in Q1 2023.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.