CX Institutional’s Vanguard Total Stock Market ETF VTI Stock Holding History

CX Institutional’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	$24M	Buy	64,827 +21,820	+51%	+$7.8M	0.69%	34
2026 Q1	$13.8M	Sell	43,007 -18,916	-31%	-$6.35M	0.42%	49
2025 Q4	$20.8M	Buy	61,923 +18,558	+43%	+$6.17M	0.62%	34
2025 Q3	$14.2M	Buy	43,365 +21,474	+98%	+$6.78M	0.43%	47
2025 Q2	$6.65M	Sell	21,891 -15,435	-41%	-$4.34M	0.23%	97
2025 Q1	$10.3M	Buy	37,326 +15,129	+68%	+$4.4M	0.39%	63
2024 Q4	$6.43M	Sell	22,197 -157	-0.7%	-$45.8K	0.26%	92
2024 Q3	$6.33M	Sell	22,354 -1,487	-6%	-$406K	0.28%	97
2024 Q2	$6.38M	Hold	23,841	–	–	0.3%	84
2024 Q1	$6.2M	Sell	23,841 -1,260	-5%	-$312K	0.3%	85
2023 Q4	$5.95M	Sell	25,101 -8,823	-26%	-$1.95M	0.32%	85
2023 Q3	$7.21M	Sell	33,924 -57	-0.2%	-$12.6K	0.4%	68
2023 Q2	$7.49M	Sell	33,981 -137	-0.4%	-$28.6K	0.39%	69
2023 Q1	$6.98M	Sell	34,118 -3,012	-8%	-$603K	0.37%	74
2022 Q4	$7.1M	Sell	37,130 -767	-2%	-$148K	0.43%	54
2022 Q3	$6.8M	Sell	37,897 -31,932	-46%	-$6.36M	0.47%	53
2022 Q2	$13.2M	Buy	+69,829	New	+$14.3M	0.99%	16
2021 Q4	–	Sell	-12	Closed	-$3K	–	887
2021 Q3	$3K	Hold	12	–	–	﹤0.01%	890
2021 Q2	$3K	Hold	12	–	–	﹤0.01%	892
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	842
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	833
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	827
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	770
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	694
2019 Q4	$2K	Sell	12 -9	-43%	-$1.41K	﹤0.01%	689
2019 Q3	$3K	Sell	21 -1,452	-99%	-$219K	﹤0.01%	697
2019 Q2	$221K	Sell	1,473 -1,525	-51%	-$225K	0.04%	214
2019 Q1	$434K	Buy	2,998 +1,285	+75%	+$179K	0.08%	164
2018 Q4	$219K	Buy	1,713 +1,651	+2,663%	+$228K	0.05%	161
2018 Q3	$9K	Buy	+62	New	+$9.13K	﹤0.01%	263

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CX Institutional's VTI Position: Q2 2026 in Review

CX Institutional increased its Vanguard Total Stock Market ETF (VTI) stake by 51% in Q2 2026, buying an estimated $7.8M and bringing the position to 64,827 shares worth $24M. The position accounts for 0.69% of the portfolio, ranked #34.

CX Institutional first reported a position in VTI in Q3 2018 and has held it in 30 quarters since. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

CX Institutional held 64,827 shares of Vanguard Total Stock Market ETF worth $24M as of Q2 2026.
CX Institutional bought 21,820 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $7.8M.
Vanguard Total Stock Market ETF made up 0.69% of CX Institutional's portfolio in Q2 2026, its #34 holding.
CX Institutional first reported a position in Vanguard Total Stock Market ETF in Q3 2018 and has held it in 30 quarters since.
998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.