Cyndeo Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cyndeo Wealth Partners’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	$12.6M	Buy	34,067 +877	+3%	+$314K	0.59%	44
2026 Q1	$10.6M	Sell	33,190 -111	-0.3%	-$37.2K	0.56%	54
2025 Q4	$11.2M	Sell	33,301 -405	-1%	-$135K	0.6%	40
2025 Q3	$11.1M	Buy	33,706 +17	+0.1%	+$5.37K	0.61%	39
2025 Q2	$10.2M	Buy	33,689 +3,202	+11%	+$901K	0.61%	41
2025 Q1	$8.38M	Sell	30,487 -4,483	-13%	-$1.3M	0.55%	49
2024 Q4	$10.1M	Buy	34,970 +3,215	+10%	+$938K	0.69%	35
2024 Q3	$8.99M	Buy	31,755 +6,524	+26%	+$1.78M	0.63%	43
2024 Q2	$6.75M	Buy	25,231 +384	+2%	+$99.4K	0.53%	51
2024 Q1	$6.46M	Sell	24,847 -637	-2%	-$158K	0.54%	52
2023 Q4	$6.05M	Sell	25,484 -4,422	-15%	-$978K	0.56%	47
2023 Q3	$6.35M	Sell	29,906 -40	-0.1%	-$8.85K	0.66%	43
2023 Q2	$6.6M	Buy	29,946 +5,317	+22%	+$1.11M	0.69%	46
2023 Q1	$5.03M	Sell	24,629 -4,089	-14%	-$819K	0.54%	54
2022 Q4	$5.49M	Buy	+28,718	New	+$5.53M	0.64%	48

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

Cyndeo Wealth Partners's VTI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $314K and bringing the position to 34,067 shares worth $12.6M. The position accounts for 0.59% of the portfolio, ranked #44.

Cyndeo Wealth Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cyndeo Wealth Partners held 34,067 shares of Vanguard Morningstar Total Stock Market ETF worth $12.6M as of Q2 2026.
Cyndeo Wealth Partners bought 877 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $314K.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #44 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.