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Cynosure Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cynosure Group’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 		$4.22M Sell
13,150
-2
-0% -$671 0.53% 31
2025
Q4 		$4.41M Sell
13,152
-126
-0.9% -$41.9K 0.45% 34
2025
Q3 		$4.36M Sell
13,278
-333
-2% -$105K 0.47% 28
2025
Q2 		$4.14M Sell
13,611
-760
-5% -$214K 0.47% 29
2025
Q1 		$3.95M Hold
14,371
– – 0.54% 26
2024
Q4 		$4.16M Sell
14,371
-8,377
-37% -$2.44M 0.62% 28
2024
Q3 		$6.07M Buy
22,748
+8,077
+55% +$2.2M 0.88% 21
2024
Q2 		$3.92M Buy
14,671
+403
+3% +$104K 0.63% 28
2024
Q1 		$3.71M Buy
14,268
+11,932
+511% +$2.95M 0.67% 22
2023
Q4 		$553K Sell
2,336
-395
-14% -$87.3K 0.1% 117
2023
Q3 		$580K Buy
+2,731
New +$605K 0.18% 106

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

Cynosure Group's VTI Position: Q1 2026 in Review

Cynosure Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.02% in Q1 2026, selling an estimated $671 and leaving 13,150 shares worth $4.22M. The position accounts for 0.53% of the portfolio, ranked #31.

Cynosure Group first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.07M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cynosure Group held 13,150 shares of Vanguard Total Stock Market ETF worth $4.22M as of Q1 2026.
  • Cynosure Group sold 2 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $671.
  • Vanguard Total Stock Market ETF made up 0.53% of Cynosure Group's portfolio in Q1 2026, its #31 holding.
  • Cynosure Group first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
  • Cynosure Group's Vanguard Total Stock Market ETF position peaked at $6.07M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.