3Chopt Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

3Chopt Investment 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	$67.2K	Buy	182 +1	+0.6%	+$358	0.01%	264
2026 Q1	$58.1K	Hold	181	–	–	0.01%	229
2025 Q4	$60.8K	Hold	181	–	–	0.01%	224
2025 Q3	$59.6K	Hold	181	–	–	0.01%	224
2025 Q2	$55.2K	Buy	181 +2	+1%	+$563	0.01%	221
2025 Q1	$49.2K	Buy	+179	New	+$52K	0.01%	219
2023 Q1	–	Sell	-544	Closed	-$104K	–	253
2022 Q4	$104K	Buy	+544	New	+$105K	0.06%	158

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

3Chopt Investment Partners's VTI Position: Q2 2026 in Review

3Chopt Investment Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.55% in Q2 2026, buying an estimated $358 and bringing the position to 182 shares worth $67.2K. The position accounts for 0.01% of the portfolio, ranked #264.

3Chopt Investment Partners first reported a position in VTI in Q4 2022 and has held it in 7 quarters since. The position peaked at $104K in Q4 2022. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

3Chopt Investment Partners held 182 shares of Vanguard Morningstar Total Stock Market ETF worth $67.2K as of Q2 2026.
3Chopt Investment Partners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of 3Chopt Investment Partners's portfolio in Q2 2026, its #264 holding.
3Chopt Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 7 quarters since.
3Chopt Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $104K in Q4 2022.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.