CX Institutional’s Vanguard Morningstar 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 Q3	$14.6M	Sell	38,963 -25,864	-40%	-$9.7M	0.4%	56
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	+$9.12K	﹤0.01%	263

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CX Institutional's VTI Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 40% in Q3 2026, selling an estimated $9.7M and leaving 38,963 shares worth $14.6M. The position accounts for 0.4% of the portfolio, ranked #56.

CX Institutional first reported a position in VTI in Q3 2018 and has held it in 31 quarters since. The position peaked at $24M in Q2 2026. 1,152 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

CX Institutional held 38,963 shares of Vanguard Morningstar Total Stock Market ETF worth $14.6M as of Q3 2026.
CX Institutional sold 25,864 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $9.7M.
Vanguard Morningstar Total Stock Market ETF made up 0.4% of CX Institutional's portfolio in Q3 2026, its #56 holding.
CX Institutional first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 31 quarters since.
CX Institutional's Vanguard Morningstar Total Stock Market ETF position peaked at $24M in Q2 2026.
1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.