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Coordinated Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Coordinated Financial 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 		$4M Sell
12,467
-490
-4% -$164K 2.29% 4
2025
Q4 		$4.34M Sell
12,957
-116
-0.9% -$38.6K 2.5% 3
2025
Q3 		$4.29M Sell
13,073
-204
-2% -$64.4K 2.75% 3
2025
Q2 		$4.04M Buy
13,277
+451
+4% +$127K 2.79% 3
2025
Q1 		$3.53M Buy
12,826
+47
+0.4% +$13.7K 2.7% 3
2024
Q4 		$3.7M Buy
+12,779
New +$3.73M 2.89% 3
2024
Q2 		$3.52M Sell
13,167
-1,094
-8% -$283K 3.02% 3
2024
Q1 		$3.71M Buy
+14,261
New +$3.53M 3.24% 3

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coordinated Financial Services's VTI Position: Q1 2026 in Review

Coordinated Financial Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.8% in Q1 2026, selling an estimated $164K and leaving 12,467 shares worth $4M. The position accounts for 2.29% of the portfolio, ranked #4.

Coordinated Financial Services first reported a position in VTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.34M in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Coordinated Financial Services held 12,467 shares of Vanguard Total Stock Market ETF worth $4M as of Q1 2026.
  • Coordinated Financial Services sold 490 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $164K.
  • Vanguard Total Stock Market ETF made up 2.29% of Coordinated Financial Services's portfolio in Q1 2026, its #4 holding.
  • Coordinated Financial Services first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Vanguard Total Stock Market ETF position peaked at $4.34M in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.