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Crescent Grove Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Crescent Grove Advisors’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 		$28.1M Buy
87,717
+100
+0.1% +$33.6K 2.71% 5
2025
Q4 		$29.4M Buy
87,617
+471
+0.5% +$157K 2.73% 5
2025
Q3 		$28.7M Sell
87,146
-1,147
-1% -$362K 2.72% 5
2025
Q2 		$26.9M Sell
88,293
-276
-0.3% -$77.6K 2.61% 8
2025
Q1 		$24.3M Buy
88,569
+3
+0% +$872 2.54% 8
2024
Q4 		$25.7M Buy
88,566
+6
+0% +$1.75K 2.54% 6
2024
Q3 		$25.2M Sell
88,560
-2,867
-3% -$782K 2.57% 8
2024
Q2 		$24.5M Sell
91,427
-2,470
-3% -$639K 2.69% 8
2024
Q1 		$24.4M Buy
93,897
+1,476
+2% +$365K 2.54% 8
2023
Q4 		$21.9M Buy
92,421
+52
+0.1% +$11.5K 2.44% 9
2023
Q3 		$19.6M Buy
92,369
+521
+0.6% +$115K 2.44% 8
2023
Q2 		$20.2M Sell
91,848
-1,305
-1% -$272K 2.17% 10
2023
Q1 		$19M Buy
93,153
+44
+0% +$8.81K 2.21% 10
2022
Q4 		$17.8M Buy
93,109
+440
+0.5% +$84.8K 1.85% 11
2022
Q3 		$16.6M Sell
92,669
-490
-0.5% -$97.7K 1.92% 10
2022
Q2 		$17.6M Sell
93,159
-6,069
-6% -$1.25M 1.85% 10
2022
Q1 		$22.6M Buy
99,228
+6,635
+7% +$1.49M 2.21% 9
2021
Q4 		$22.4M Buy
92,593
+7,023
+8% +$1.66M 2.1% 10
2021
Q3 		$19M Sell
85,570
-28
-0% -$6.38K 2.02% 11
2021
Q2 		$19.1M Buy
85,598
+34,448
+67% +$7.48M 2.01% 10
2021
Q1 		$10.6M Buy
51,150
+2,928
+6% +$592K 1.24% 19
2020
Q4 		$9.39M Buy
48,222
+26,999
+127% +$4.94M 1.23% 17
2020
Q3 		$3.61M Buy
21,223
+9
+0% +$1.51K 0.72% 31
2020
Q2 		$3.32M Sell
21,214
-1,624
-7% -$239K 0.7% 30
2020
Q1 		$2.94M Sell
22,838
-78,566
-77% -$12.1M 0.65% 31
2019
Q4 		$16.6M Buy
101,404
+1,725
+2% +$270K 2.88% 7
2019
Q3 		$15.1M Sell
99,679
-9
-0% -$1.36K 2.89% 6
2019
Q2 		$15M Buy
99,688
+3,163
+3% +$466K 2.82% 6
2019
Q1 		$14M Sell
96,525
-35
-0% -$4.88K 2.86% 5
2018
Q4 		$12.3M Sell
96,560
-217
-0.2% -$30K 2.63% 6
2018
Q3 		$14.6M Buy
96,777
+168
+0.2% +$24.7K 3.14% 5
2018
Q2 		$13.6M Sell
96,609
-10
-0% -$1.4K 3.36% 5
2018
Q1 		$13.1M Buy
96,619
+327
+0.3% +$45.9K 3.21% 5
2017
Q4 		$13.2M Sell
96,292
-4,214
-4% -$564K 3.32% 6
2017
Q3 		$13M Buy
100,506
+149
+0.1% +$18.9K 3.34% 6
2017
Q2 		$12.5M Buy
+100,357
New +$12.4M 3.6% 5

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crescent Grove Advisors's VTI Position: Q1 2026 in Review

Crescent Grove Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.11% in Q1 2026, buying an estimated $33.6K and bringing the position to 87,717 shares worth $28.1M. The position accounts for 2.71% of the portfolio, ranked #5.

Crescent Grove Advisors first reported a position in VTI in Q2 2017 and has held it in 36 quarters since. The position peaked at $29.4M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Crescent Grove Advisors held 87,717 shares of Vanguard Total Stock Market ETF worth $28.1M as of Q1 2026.
  • Crescent Grove Advisors bought 100 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $33.6K.
  • Vanguard Total Stock Market ETF made up 2.71% of Crescent Grove Advisors's portfolio in Q1 2026, its #5 holding.
  • Crescent Grove Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and has held it in 36 quarters since.
  • Crescent Grove Advisors's Vanguard Total Stock Market ETF position peaked at $29.4M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.