CFA
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CWS Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

CWS Financial 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 		$10.7M Sell
33,384
-157
-0.5% -$52.7K 2.74% 10
2025
Q4 		$11.2M Sell
33,541
-639
-2% -$213K 3.05% 9
2025
Q3 		$11.2M Buy
34,180
+824
+2% +$260K 3.11% 8
2025
Q2 		$10.1M Buy
33,356
+1,376
+4% +$387K 2.95% 8
2025
Q1 		$8.79M Buy
31,980
+1,837
+6% +$534K 2.78% 10
2024
Q4 		$8.74M Buy
30,143
+14,211
+89% +$4.15M 2.83% 10
2024
Q3 		$4.51M Buy
15,932
+3,685
+30% +$1.01M 1.6% 11
2024
Q2 		$3.28M Buy
12,247
+155
+1% +$40.1K 1.29% 11
2024
Q1 		$3.14M Buy
12,092
+296
+3% +$73.2K 1.29% 11
2023
Q4 		$2.8M Buy
11,796
+311
+3% +$68.8K 1.05% 12
2023
Q3 		$2.44M Buy
11,485
+318
+3% +$70.4K 0.98% 13
2023
Q2 		$2.46M Sell
11,167
-196
-2% -$40.9K 0.93% 14
2023
Q1 		$2.32M Sell
11,363
-69
-0.6% -$13.8K 0.92% 15
2022
Q4 		$2.36M Sell
11,432
-392
-3% -$75.5K 1.02% 9
2022
Q3 		$2.12M Sell
11,824
-17
-0.1% -$3.39K 1.02% 14
2022
Q2 		$2.23M Sell
11,841
-97
-0.8% -$19.9K 1.02% 14
2022
Q1 		$2.72M Buy
11,938
+362
+3% +$81.4K 1.03% 12
2021
Q4 		$2.79M Buy
+11,576
New +$2.73M 0.99% 13
2021
Q2 		$2.59M Buy
11,625
+193
+2% +$41.9K 1.03% 9
2021
Q1 		$2.36M Buy
11,432
+624
+6% +$126K 1.02% 9
2020
Q4 		$2.1M Buy
10,808
+535
+5% +$97.8K 1.22% 7
2020
Q3 		$1.75M Buy
10,273
+13
+0.1% +$2.19K 1.16% 7
2020
Q2 		$1.61M Buy
10,260
+2,049
+25% +$302K 1.16% 8
2020
Q1 		$1.34M Hold
8,211
– – 1% 10
2019
Q4 		$1.34M Buy
+8,211
New +$1.29M 0.98% 12

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

CWS Financial Advisors's VTI Position: Q1 2026 in Review

CWS Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.47% in Q1 2026, selling an estimated $52.7K and leaving 33,384 shares worth $10.7M. The position accounts for 2.74% of the portfolio, ranked #10.

CWS Financial Advisors first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.2M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • CWS Financial Advisors held 33,384 shares of Vanguard Total Stock Market ETF worth $10.7M as of Q1 2026.
  • CWS Financial Advisors sold 157 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $52.7K.
  • Vanguard Total Stock Market ETF made up 2.74% of CWS Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • CWS Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Vanguard Total Stock Market ETF position peaked at $11.2M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.