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Consolidated Portfolio Review Corp’s Vanguard Morningstar 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

Rakuten Investment Management
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
WealthNavi Inc
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

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

Consolidated Portfolio Review Corp reduced its Vanguard Morningstar 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. 3,698 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Consolidated Portfolio Review Corp held 15,707 shares of Vanguard Morningstar Total Stock Market ETF worth $5.81M as of Q2 2026.
  • Consolidated Portfolio Review Corp sold 205 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $73.3K.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 3,698 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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