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My Personal CFO LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

My Personal CFO LLC’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 		$39.7M Sell
107,227
-1,179
-1% -$422K 15.49% 1
2026
Q1 		$34.8M Sell
108,406
-1,327
-1% -$445K 15.23% 1
2025
Q4 		$36.8M Buy
109,733
+31,867
+41% +$10.6M 15.35% 1
2025
Q3 		$25.6M Sell
77,866
-35,238
-31% -$11.1M 9.9% 1
2025
Q2 		$34.4M Buy
113,104
+3,565
+3% +$1M 15.63% 1
2025
Q1 		$30.1M Buy
109,539
+3,147
+3% +$914K 15.17% 1
2024
Q4 		$30.8M Buy
106,392
+13,074
+14% +$3.81M 15.81% 1
2024
Q3 		$26.4M Buy
93,318
+4,757
+5% +$1.3M 14.49% 1
2024
Q2 		$23.7M Buy
88,561
+6,002
+7% +$1.55M 12.65% 1
2024
Q1 		$21.5M Buy
82,559
+3,546
+4% +$877K 12.37% 1
2023
Q4 		$18.7M Buy
79,013
+7,997
+11% +$1.77M 12.2% 1
2023
Q3 		$15.1M Buy
71,016
+1,810
+3% +$401K 12.18% 1
2023
Q2 		$15.2M Buy
69,206
+1,927
+3% +$402K 11.97% 1
2023
Q1 		$13.7M Buy
67,279
+39,909
+146% +$7.99M 11.72% 1
2022
Q4 		$9.8M Sell
27,370
-742
-3% -$143K 9.04% 2
2022
Q3 		$5.04M Sell
28,112
-19,106
-40% -$3.81M 7.67% 3
2022
Q2 		$8.91M Buy
47,218
+1,728
+4% +$355K 11.43% 2
2022
Q1 		$10.4M Sell
45,490
-1,864
-4% -$419K 10.72% 2
2021
Q4 		$11.4M Buy
+47,354
New +$11.2M 9.97% 3

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

My Personal CFO LLC's VTI Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $422K and leaving 107,227 shares worth $39.7M. The position accounts for 15.49% of the portfolio, ranked #1.

My Personal CFO LLC first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • My Personal CFO LLC held 107,227 shares of Vanguard Morningstar Total Stock Market ETF worth $39.7M as of Q2 2026.
  • My Personal CFO LLC sold 1,179 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $422K.
  • Vanguard Morningstar Total Stock Market ETF made up 15.49% of My Personal CFO LLC's portfolio in Q2 2026, its #1 holding.
  • My Personal CFO LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.