Cromwell Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cromwell Holdings’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	$2.75M	Buy	+7,410	New	+$2.65M	1.23%	16
2025 Q4	–	Sell	-7,335	Closed	-$2.41M	–	1043
2025 Q3	$2.41M	Buy	+7,335	New	+$2.32M	1.29%	13
2025 Q2	–	Sell	-8,185	Closed	-$2.25M	–	1025
2025 Q1	$2.25M	Sell	8,185 -7,495	-48%	-$2.18M	1.45%	9
2024 Q4	$4.54M	Buy	+15,680	New	+$4.57M	2.62%	6
2024 Q3	–	Sell	-16,825	Closed	-$4.52M	–	630
2024 Q2	$4.52M	Buy	+16,825	New	+$4.35M	2.7%	7

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

Cromwell Holdings's VTI Position: Q2 2026 in Review

Cromwell Holdings opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 7,410 shares worth $2.75M. The stake represents 1.23% of the portfolio and ranks #16 among its holdings. This is a return to the name: Cromwell Holdings previously reported a position in VTI as recently as Q3 2025.

Cromwell Holdings first reported a position in VTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.54M in Q4 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cromwell Holdings held 7,410 shares of Vanguard Morningstar Total Stock Market ETF worth $2.75M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Cromwell Holdings position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.23% of Cromwell Holdings's portfolio in Q2 2026, its #16 holding.
Cromwell Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 5 quarters since.
Cromwell Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $4.54M in Q4 2024.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.