Cordatus Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cordatus Wealth 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	$774K	Hold	2,091	–	–	0.17%	98
2026 Q1	$671K	Hold	2,091	–	–	0.16%	106
2025 Q4	$701K	Hold	2,091	–	–	0.16%	98
2025 Q3	$686K	Hold	2,091	–	–	0.16%	100
2025 Q2	$636K	Hold	2,091	–	–	0.16%	102
2025 Q1	$575K	Hold	2,091	–	–	0.16%	99
2024 Q4	$606K	Buy	+2,091	New	+$610K	0.16%	92
2020 Q1	–	Sell	-1,900	Closed	-$311K	–	139
2019 Q4	$311K	Hold	1,900	–	–	0.15%	114
2019 Q3	$287K	Hold	1,900	–	–	0.15%	113
2019 Q2	$285K	Hold	1,900	–	–	0.17%	109
2019 Q1	$275K	Hold	1,900	–	–	0.15%	115
2018 Q4	$242K	Buy	+1,900	New	+$262K	0.17%	97

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cordatus Wealth Management's VTI Position: Q2 2026 in Review

Cordatus Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,091 shares worth $774K. The position accounts for 0.17% of the portfolio, ranked #98.

Cordatus Wealth Management first reported a position in VTI in Q4 2018 and has held it in 12 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cordatus Wealth Management held 2,091 shares of Vanguard Morningstar Total Stock Market ETF worth $774K as of Q2 2026.
Cordatus Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Cordatus Wealth Management's portfolio in Q2 2026, its #98 holding.
Cordatus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 12 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.