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

CRA 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
Q2 		$25.1M Buy
67,876
+2,552
+4% +$912K 2.9% 7
2026
Q1 		$21M Buy
65,324
+16,748
+34% +$5.62M 2.72% 7
2025
Q4 		$16.3M Buy
48,576
+42,348
+680% +$14.1M 2.13% 12
2025
Q3 		$2.04M Buy
6,228
+846
+16% +$267K 0.28% 72
2025
Q2 		$1.64M Buy
5,382
+333
+7% +$93.7K 0.25% 80
2025
Q1 		$1.39M Buy
5,049
+881
+21% +$256K 0.24% 84
2024
Q4 		$1.21M Buy
4,168
+365
+10% +$106K 0.21% 90
2024
Q3 		$1.08M Sell
3,803
-228
-6% -$62.2K 0.2% 93
2024
Q2 		$1.08M Sell
4,031
-258
-6% -$66.8K 0.22% 82
2024
Q1 		$1.11M Buy
4,289
+313
+8% +$77.4K 0.24% 75
2023
Q4 		$943K Sell
3,976
-100
-2% -$22.1K 0.23% 75
2023
Q3 		$866K Sell
4,076
-100
-2% -$22.1K 0.24% 72
2023
Q2 		$920K Buy
4,176
+62
+2% +$12.9K 0.25% 72
2023
Q1 		$840K Sell
4,114
-6
-0.1% -$1.2K 0.25% 74
2022
Q4 		$788K Sell
4,120
-603
-13% -$116K 0.26% 78
2022
Q3 		$848K Sell
4,723
-368
-7% -$73.3K 0.31% 61
2022
Q2 		$960K Sell
5,091
-176
-3% -$36.2K 0.33% 63
2022
Q1 		$1.2M Buy
5,267
+104
+2% +$23.4K 0.36% 53
2021
Q4 		$1.25M Buy
5,163
+94
+2% +$22.2K 0.37% 46
2021
Q3 		$1.13M Buy
5,069
+1,018
+25% +$232K 0.38% 45
2021
Q2 		$903K Buy
4,051
+52
+1% +$11.3K 0.31% 59
2021
Q1 		$827K Buy
3,999
+323
+9% +$65.4K 0.32% 65
2020
Q4 		$715K Buy
3,676
+473
+15% +$86.5K 0.3% 69
2020
Q3 		$546K Sell
3,203
-850
-21% -$143K 0.26% 78
2020
Q2 		$634K Sell
4,053
-829
-17% -$122K 0.33% 69
2020
Q1 		$629K Sell
4,882
-3,565
-42% -$551K 0.4% 54
2019
Q4 		$1.38M Buy
8,447
+2,447
+41% +$383K 0.75% 35
2019
Q3 		$906K Sell
6,000
-200
-3% -$30.1K 0.55% 45
2019
Q2 		$931K Buy
6,200
+81
+1% +$11.9K 0.56% 43
2019
Q1 		$885K Buy
6,119
+200
+3% +$27.9K 0.58% 42
2018
Q4 		$755K Buy
+5,919
New +$817K 0.55% 46

Other funds holding VTI

RIM
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
WI
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

CRA Financial Services's VTI Position: Q2 2026 in Review

CRA Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $912K and bringing the position to 67,876 shares worth $25.1M. The position accounts for 2.9% of the portfolio, ranked #7.

CRA Financial Services first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CRA Financial Services held 67,876 shares of Vanguard Morningstar Total Stock Market ETF worth $25.1M as of Q2 2026.
  • CRA Financial Services bought 2,552 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $912K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.9% of CRA Financial Services's portfolio in Q2 2026, its #7 holding.
  • CRA Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.