Creative Capital Management Investments’s Vanguard Total Stock Market ETF VTI Stock Holding History

Creative Capital Management Investments’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	$1.55M	Sell	4,830 -9	-0.2%	-$3.02K	0.44%	14
2025 Q4	$1.62M	Sell	4,839 -177	-4%	-$58.9K	0.49%	13
2025 Q3	$1.65M	Buy	5,016 +477	+11%	+$151K	0.53%	13
2025 Q2	$1.38M	Hold	4,539	–	–	0.49%	15
2025 Q1	$1.25M	Buy	4,539 +177	+4%	+$51.4K	0.48%	18
2024 Q4	$1.26M	Buy	4,362 +52	+1%	+$15.2K	0.53%	15
2024 Q3	$1.22M	Hold	4,310	–	–	0.51%	16
2024 Q2	$1.15M	Sell	4,310 -50	-1%	-$12.9K	0.56%	16
2024 Q1	$1.13M	Hold	4,360	–	–	0.59%	15
2023 Q4	$1.03M	Sell	4,360 -931	-18%	-$206K	0.6%	15
2023 Q3	$1.12M	Hold	5,291	–	–	0.77%	12
2023 Q2	$1.17M	Buy	5,291 +835	+19%	+$174K	0.84%	15
2023 Q1	$907K	Sell	4,456 -46	-1%	-$9.21K	0.66%	17
2022 Q4	$861K	Buy	+4,502	New	+$868K	0.75%	16

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Capital Management Investments's VTI Position: Q1 2026 in Review

Creative Capital Management Investments reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.19% in Q1 2026, selling an estimated $3.02K and leaving 4,830 shares worth $1.55M. The position accounts for 0.44% of the portfolio, ranked #14.

Creative Capital Management Investments first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Creative Capital Management Investments held 4,830 shares of Vanguard Total Stock Market ETF worth $1.55M as of Q1 2026.
Creative Capital Management Investments sold 9 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.02K.
Vanguard Total Stock Market ETF made up 0.44% of Creative Capital Management Investments's portfolio in Q1 2026, its #14 holding.
Creative Capital Management Investments first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Creative Capital Management Investments's Vanguard Total Stock Market ETF position peaked at $1.65M in Q3 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.