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

Cranbrook 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 		$472K Sell
1,275
-24
-2% -$8.58K 0.09% 91
2026
Q1 		$417K Buy
1,299
+74
+6% +$24.8K 0.08% 94
2025
Q4 		$411K Sell
1,225
-3
-0.2% -$998 0.08% 93
2025
Q3 		$403K Buy
1,228
+362
+42% +$114K 0.08% 90
2025
Q2 		$263K Buy
866
+5
+0.6% +$1.41K 0.06% 103
2025
Q1 		$237K Buy
861
+8
+0.9% +$2.32K 0.06% 99
2024
Q4 		$247K Buy
853
+18
+2% +$5.25K 0.06% 103
2024
Q3 		$236K Buy
835
+15
+2% +$4.09K 0.05% 102
2024
Q2 		$219K Buy
820
+22
+3% +$5.69K 0.05% 104
2024
Q1 		$207K Buy
798
+11
+1% +$2.72K 0.05% 90
2023
Q4 		$187K Buy
787
+2
+0.3% +$442 0.05% 96
2023
Q3 		$167K Buy
785
+7
+0.9% +$1.55K 0.05% 92
2023
Q2 		$171K Hold
778
– – 0.05% 98
2023
Q1 		$159K Hold
778
– – 0.05% 98
2022
Q4 		$149K Hold
778
– – 0.04% 104
2022
Q3 		$140K Hold
778
– – 0.04% 108
2022
Q2 		$147K Sell
778
-110
-12% -$22.6K 0.04% 110
2022
Q1 		$202K Sell
888
-86
-9% -$19.3K 0.04% 103
2021
Q4 		$235K Buy
974
+142
+17% +$33.5K 0.05% 97
2021
Q3 		$185K Sell
832
-30
-3% -$6.84K 0.04% 103
2021
Q2 		$192K Buy
862
+97
+13% +$21.1K 0.04% 101
2021
Q1 		$158K Hold
765
– – 0.04% 110
2020
Q4 		$149K Sell
765
-160
-17% -$29.2K 0.04% 105
2020
Q3 		$158K Hold
925
– – 0.05% 94
2020
Q2 		$145K Hold
925
– – 0.04% 92
2020
Q1 		$119K Buy
925
+106
+13% +$16.4K 0.04% 93
2019
Q4 		$134K Buy
819
+78
+11% +$12.2K 0.04% 103
2019
Q3 		$112K Hold
741
– – 0.03% 104
2019
Q2 		$111K Hold
741
– – 0.03% 103
2019
Q1 		$107K Hold
741
– – 0.03% 104
2018
Q4 		$95K Hold
741
– – 0.03% 103
2018
Q3 		$111K Hold
741
– – 0.04% 93
2018
Q2 		$104K Sell
741
-33
-4% -$4.6K 0.04% 91
2018
Q1 		$105K Sell
774
-10
-1% -$1.4K 0.04% 90
2017
Q4 		$108K Sell
784
-14
-2% -$1.87K 0.04% 88
2017
Q3 		$103K Hold
798
– – 0.04% 89
2017
Q2 		$99K Sell
798
-51
-6% -$6.29K 0.04% 89
2017
Q1 		$103K Sell
849
-114
-12% -$13.7K 0.05% 80
2016
Q4 		$111K Sell
963
-37
-4% -$4.16K 0.05% 78
2016
Q3 		$111K Hold
1,000
– – 0.06% 73
2016
Q2 		$107K Hold
1,000
– – 0.05% 74
2016
Q1 		$105K Buy
1,000
+64
+7% +$6.35K 0.06% 74
2015
Q4 		$98K Hold
936
– – 0.06% 75
2015
Q3 		$92K Buy
936
+84
+10% +$8.82K 0.05% 78
2015
Q2 		$91K Sell
852
-130
-13% -$14.2K 0.05% 83
2015
Q1 		$105K Sell
982
-56
-5% -$5.98K 0.06% 77
2014
Q4 		$110K Sell
1,038
-40
-4% -$4.14K 0.07% 76
2014
Q3 		$109K Hold
1,078
– – 0.07% 63
2014
Q2 		$110K Hold
1,078
– – 0.07% 63
2014
Q1 		$105K Sell
1,078
-160
-13% -$15.3K 0.07% 65
2013
Q4 		$119K Buy
+1,238
New +$114K 0.08% 74

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

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

Cranbrook Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $8.58K and leaving 1,275 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #91.

Cranbrook Wealth Management first reported a position in VTI in Q4 2013 and has held it in 51 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cranbrook Wealth Management held 1,275 shares of Vanguard Morningstar Total Stock Market ETF worth $472K as of Q2 2026.
  • Cranbrook Wealth Management sold 24 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.58K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Cranbrook Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 51 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.