Comprehensive Money Management Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Comprehensive Money Management Services’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 Q1	$2.6M	Buy	8,091 +65	+0.8%	+$21.8K	1.7%	8
2025 Q4	$2.69M	Buy	8,026 +17	+0.2%	+$5.66K	1.86%	5
2025 Q3	$2.63M	Buy	8,009 +10	+0.1%	+$3.16K	1.86%	6
2025 Q2	$2.43M	Sell	7,999 -25	-0.3%	-$7.03K	1.84%	6
2025 Q1	$2.21M	Buy	8,024 +3	+0%	+$872	1.78%	7
2024 Q4	$2.32M	Buy	+8,021	New	+$2.34M	1.92%	5

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Money Management Services's VTI Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.81% in Q1 2026, buying an estimated $21.8K and bringing the position to 8,091 shares worth $2.6M. The position accounts for 1.7% of the portfolio, ranked #8.

Comprehensive Money Management Services first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Comprehensive Money Management Services held 8,091 shares of Vanguard Total Stock Market ETF worth $2.6M as of Q1 2026.
Comprehensive Money Management Services bought 65 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $21.8K.
Vanguard Total Stock Market ETF made up 1.7% of Comprehensive Money Management Services's portfolio in Q1 2026, its #8 holding.
Comprehensive Money Management Services first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Vanguard Total Stock Market ETF position peaked at $2.69M in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.