Creative Capital Management Investments’s Vanguard Morningstar 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 Q2	$1.77M	Sell	4,783 -47	-1%	-$16.8K	0.41%	19
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 $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

Creative Capital Management Investments's VTI Position: Q2 2026 in Review

Creative Capital Management Investments reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.97% in Q2 2026, selling an estimated $16.8K and leaving 4,783 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #19.

Creative Capital Management Investments first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Creative Capital Management Investments held 4,783 shares of Vanguard Morningstar Total Stock Market ETF worth $1.77M as of Q2 2026.
Creative Capital Management Investments sold 47 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.41% of Creative Capital Management Investments's portfolio in Q2 2026, its #19 holding.
Creative Capital Management Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.