CPRC
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Consolidated Portfolio Review Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Consolidated Portfolio Review Corp’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 		$5.81M Sell
15,707
-205
-1% -$73.3K 0.48% 23
2026
Q1 		$5.1M Buy
15,912
+40
+0.3% +$13.4K 0.47% 25
2025
Q4 		$5.32M Buy
15,872
+2,518
+19% +$838K 0.46% 23
2025
Q3 		$4.39M Buy
13,354
+253
+2% +$79.9K 0.55% 45
2025
Q2 		$3.98M Sell
13,101
-694
-5% -$195K 0.55% 46
2025
Q1 		$3.79M Buy
13,795
+712
+5% +$207K 0.61% 40
2024
Q4 		$3.79M Buy
13,083
+9,380
+253% +$2.74M 0.6% 36
2024
Q3 		$1.05M Sell
3,703
-52
-1% -$14.2K 0.23% 109
2024
Q2 		$1M Buy
3,755
+57
+2% +$14.8K 0.23% 104
2024
Q1 		$961K Buy
3,698
+119
+3% +$29.4K 0.25% 102
2023
Q4 		$849K Sell
3,579
-1,012
-22% -$224K 0.19% 120
2023
Q3 		$975K Sell
4,591
-354
-7% -$78.4K 0.24% 106
2023
Q2 		$1.09M Sell
4,945
-149
-3% -$31.1K 0.26% 100
2023
Q1 		$1.04M Buy
+5,094
New +$1.02M 0.28% 91

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Consolidated Portfolio Review Corp's VTI Position: Q2 2026 in Review

Consolidated Portfolio Review Corp reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $73.3K and leaving 15,707 shares worth $5.81M. The position accounts for 0.48% of the portfolio, ranked #23.

Consolidated Portfolio Review Corp first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Consolidated Portfolio Review Corp held 15,707 shares of Vanguard Total Stock Market ETF worth $5.81M as of Q2 2026.
  • Consolidated Portfolio Review Corp sold 205 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $73.3K.
  • Vanguard Total Stock Market ETF made up 0.48% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #23 holding.
  • Consolidated Portfolio Review Corp first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.