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Cynosure Group’s Vanguard Morningstar 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
Q2 		$5.62M Buy
15,181
+2,031
+15% +$726K 0.84% 21
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cynosure Group's VTI Position: Q2 2026 in Review

Cynosure Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $726K and bringing the position to 15,181 shares worth $5.62M. The position accounts for 0.84% of the portfolio, ranked #21.

Cynosure Group first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.07M in Q3 2024. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cynosure Group held 15,181 shares of Vanguard Morningstar Total Stock Market ETF worth $5.62M as of Q2 2026.
  • Cynosure Group bought 2,031 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $726K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Cynosure Group's portfolio in Q2 2026, its #21 holding.
  • Cynosure Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Cynosure Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6.07M in Q3 2024.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.